| Field | Description |
|---|
| Subject
|
This field displays a brief description of the activity such as Initial Consultation, Planning Meeting, or Follow-up Visit.
|
| Location
|
This field displays the
location where the activity occurred or will occur.
|
| Type
|
This field displays the activity type, such as
Meetings or
Phone Calls. You can define additional activity type values in the Activity Types Code Table in Code Table Configuration.
|
| Priority
|
This field indicates the relative importance of an activity. The priority setting can be
High,
Medium, or
Low.
|
| Private
|
This
Yes/No field indicates whether or not the activity is a private activity.
-
Y — Yes, the activity is private. Only the activity owner and attendees can view activity details.
-
N — No, the activity is not private. All shared calendar users can view activity details.
|
| Completed
|
This
Yes/No field indicates whether or not the activity has been completed.
|
| Client Name
|
This field displays the name of the
client who is associated with the activity.
|
| Opportunity Name
|
This field displays the name of the opportunity associated with the activity.
|
| Project Name
|
This field displays the name of the
project associated with the activity.
|
| Owner Name
|
This field displays the name of the person in your firm who is responsible for this activity. Typically, the activity owner is the person who scheduled the activity.
|
| Created By
|
This field displays the name of the user who created the activity. Typically, this is the activity owner.
|
| Create User
|
This field displays the
Vision user ID of the user who created the activity. Typically, this is the activity owner.
|
| Start Date
|
This field displays the date on which the activity is scheduled to begin.
|
| End Date
|
This field displays the date on which the activity is scheduled to end.
|
| Marketing Campaign
|
This field displays the name of the marketing campaign associated with the activity.
|
| Attendee Name
|
This field lists the names of the employees at your firm who are scheduled to participate in the activity.
|
| Attendee Title
|
This field lists the titles of the employees at your firm who are scheduled to participate in the activity.
|
| Client Contact Name
|
This field displays the names of
client contacts (and includes the primary contact) who are scheduled to participate in the activity.
|
| Client Contact Title
|
This field displays the titles of
client contacts (and includes the primary contact) who are scheduled to participate in the activity.
|
| Client Contact Phone
|
This field displays the
client contact's business phone number.
|
| Client Contact Fax
|
This field displays the
client contact's fax number.
|
| Client Contact Mobile
|
This field displays the
client contact's mobile (cell phone) number.
|
| Client Contact Home Phone
|
This field displays theclient contact's home phone number.
|
| Client Contact Pager
|
This field displays the
client contact's pager number.
|
| Client Contact Email
|
This field displays the
client contact's business email address.
|
| Primary Lead
|
This field displays the names of the leads who are scheduled to participate in the activity.
|
| Lead Title
|
This field displays the titles of the leads who are scheduled to participate in the activity.
|
| Primary Lead Bus. Phone
|
This field displays the contact number of the primary lead associated with the activity.
|
| Vendor
|
This field displays the name of the
vendor who is associated with the activity.
|
| Vendor Contact
|
This field displays the name of the
vendor contact.
|
| Vendor Contact Bus. Phone
|
This field displays the phone number of the
vendor contact.
|
| Company
|
This field displays the names of the companies where leads are employed or for which leads are serving as representatives.
|
| User-defined activity fields
|
These are the user-defined activity fields that you set up in
.
|