Schedule a Follow-up Activity in the Activity Manager

You can schedule follow-up activities on the Activity Manager form. When you create a follow-up activity, it does not replace the existing activity. It adds a related activity to the Activities grid on the form. For example, you can schedule a follow-up phone call with a potential client.

To schedule a follow-up activity in the Activity Manager, complete the following steps:

1. From the Vision Navigation menu, click Calendar/Activities > Activity Manager.
2. On the Activity Manager form, use the Activities Filter dialog box to narrow the activities that display in the Activities grid.
3. On the Activities grid, click the row that contains the activity for which you want to schedule a follow-up activity and click Edit on the grid toolbar.
4. On the Activity dialog box, complete the following actions:
   1. Click the Create Follow-up Activity toolbar option. Vision copies the existing activity details to create a new activity.
   2. Complete the fields on the Detail tab.
   3. Use the tabs to add leads, attendees, and contacts. Select the Notify Attendees check box on the Attendees tab and/or Contacts tab to send activity notifications to attendee and/or contacts.
   4. If this is a recurring activity, click the Recurrence tab and specify a frequency and duration.
   5. If you have user defined tabs, click these tabs to add information to the activity.
   6. Click OK to close the Activity dialog box. Vision inserts the follow-up activity details in the Activities grid on the Activity Manager form.
5. On the Activity Manager form, click Save to save and schedule the follow-up activity.