Detail Tab of the Activity Dialog Box

Use the Detail tab to enter details for a new activity that you want to schedule or to modify details for an existing activity.

Field	Description
Subject	Enter a brief description of the activity, or use the drop-down list in this field to select a subject from a list of pre-defined values. Typically, the subject is a short, descriptive statement, such as Initial Consultation, Planning Meeting, or Follow-up Visit. You define activity subject values in the Activity Subject code table in Configuration > General > Code Tables. When you selected Milestone in the Type field for an activity, the drop-down list in the activity Subject field contains only the subjects that have been designated for use with the Milestone activity type (in the Activity Subject code table in Configuration > General > Code Tables).
Location	Enter the location where the activity will occur.
Private	Select this option if you want the activity to be classified as private. Private activities can be viewed only by the owner, creator, and attendees of the activity. A user who is not the owner, creator, or attendee of a private activity does not see the activity on the Activity Manager form, on the Activity tab of any Info Center, or in any reports.
Type	Use the drop-down list in this field to select an activity type, such as meeting or phone call. You can filter the displayed activities by type when you use the Activity Manager. For example, when you open the Activity Manager form, you can choose to display only meetings for the next week and so eliminate the need to scroll though all your activities to find an upcoming meeting time or location. You define activity types in the Activity Type code table in Configuration > General > Code Tables.
Priority	Use the drop-down list in this field to set a priority status for the activity: High, Medium, or Low.
Completed	Select this option to modify the status of an activity from Pending to Completed.
Client	Enter the name of the client who is associated with the activity. Enter a name in this field, use Quick Find to select a name, or click in this field and select a record from the lookup. If you schedule an activity from the Client Info Center, the current client record displays in this field. If you schedule an activity from the Opportunity or Project Info Center, this field displays the client entered in the Primary Client field of the opportunity or project record.
Client Contact	Enter the name of the client contact who is associated with the activity. Enter a name in this field, use Quick Find to select a name, or click in this field and select a record from the lookup. When you enter a contact name in this field, the contact name is automatically added to the Contacts grid on the Contacts tab of the Activity dialog box. If you schedule an activity from the Contact Info Center, the current contact record displays in this field. If you schedule an activity from the Opportunity or Project Info Center, this field displays the contact entered in the Primary Contact field of the opportunity or project record. You can associate additional contacts with an activity on the Contacts tab of the Activity dialog box.
Bus. # (Client Contact)	This field displays the client contact's business phone number as it displays in the corresponding Contact Info Center record.
Vendor	Enter the name of the vendor who is associated with the activity. Enter a name in this field, use Quick Find to select a name, or click in this field and select a record from the lookup. If you schedule an activity from the Vendor Info Center, the current vendor record displays in this field. If you schedule an activity from the Opportunity or Project Info Center, this field displays the client entered in the Primary Client field of the opportunity or project record.
Vendor Contact	Enter the name of the vendor contact who is associated with the activity. Enter a name in this fields, use Quick Find to select a name, or click in this field and select a record from the lookup. When you enter a contact name in this field, the contact name is automatically added to the Contacts grid on the Contacts tab of the Activity dialog box. If you schedule an activity from the Contact Info Center, the current contact record displays in this field. If you schedule an activity from the Opportunity or Project Info Center, this field displays the contact entered in the Primary Contact field of the opportunity or project record. You can associate additional contacts with an activity on the Contacts tab of the Activity dialog box.
Bus. # (Vendor)	This field displays the vendor contact's business phone number as it displays in the corresponding Contact Info Center record.
Opportunity	Enter the name of the opportunity that is associated with the activity. Enter a name directly in this field, use Quick Find to select a name, or click in this field and select a record from the lookup. If you schedule an activity from the Opportunity Info Center, the current opportunity record displays in this field.
Project	Enter the name of the project that is associated with the activity. Enter a name in this field, use Quick Find to select a name, or click in this field and select a record from the lookup. If you schedule an activity from the Project Info Center, the current project displays in this field.
Marketing Campaign	Enter the name of the marketing campaign associated with the activity. Enter a name in this field, use Quick Find to select a name, or click in this field and select a record from the lookup. If you schedule an activity from the Marketing Campaign Info Center, the current marketing campaign record displays in this field.
Primary Lead	Enter the name of the primary lead associated with the activity. Enter a name in this field, use Quick Find to select a name, or click in this field and select a record from the lookup. When you enter a lead name in this field, the lead name is automatically added to the Leads grid on the Leads tab of the Activity dialog box. If you schedule an activity from the Lead Info Center, the current lead record displays in this field. You can associate additional leads with an activity with the Leads tab of the Activity dialog box.
Bus # (Lead)	This field displays the primary lead's business phone number as it displays in the corresponding Lead Info Center record.
Activity Owner	The activity owner is the person at your firm who is responsible for the activity. When you schedule an activity, Vision automatically enters your name in this field based on the credentials that you used to log on to Vision. However, when you schedule an activity from an Employee Info Center record, Vision automatically enters that employee's name in the Activity Owner field. It does not enter your name unless the record that you have open is your own. To modify the activity owner, enter a name in this field, use Quick Find to select a name, or click in this field and select a record from the lookup. The activity owner's name and title automatically display in the Attendees grid on the Attendees tab of the Activity dialog box.
Created By	This field displays the employee name of the user who created the activity (or the User ID if there is no employee name associated with the user). You cannot modify this field. When you schedule an activity, Vision enters your name or User ID in this field based on the credentials you used to log on to Vision.
Start Time	Enter the time that the activity is scheduled to begin. Enter the calendar date in the first field or click to select a start date for the activity. Enter the time in the second field or use the drop-down list to select a start time for the activity.
End Time	Enter the time that the activity is scheduled to end. Enter the calendar date in the first field or lick to select an end date for the activity. Enter the time in the second field or use the drop-down list to select an end time for the activity.
All Day Event	Select this option if the activity will last for an entire day. When you select this option, the activity start time displays as 8:00 AM and the activity end time displays as 5:00 PM. You can modify these times.
Show Time As	Use the drop-down list in this field to select an option that will indicate how participants' time will be classified on their Activity Calendar for the duration of the activity: Busy, Free, Out of the Office, or Tentative. Your Activity Calendar is color-coded to match these classifications. This makes it easier for you and others to see when you are available.
Reminder	Select this option if you want to receive a reminder at a specified time prior to the start of the activity. Then use the Remind me before fields to set the reminder time for the activity. The Reminder option is automatically selected each time that you open the Activities Scheduling form. You can choose to receive email activity reminders, pop-up activity reminders, or both. You can change the way that you receive activity reminders at any time. To change the way you receive activity reminder, click Options on the Vision toolbar. Then clear or select the Enable email reminders and/or Enable popup reminders check boxes on the Activity tab of the User Options dialog box.
Reminder Minutes, Hours, or Days	If you selected the Reminder check box, use these fields to set the reminder time for the activity. Enter a number in the first field, and use the drop-down list in the second field to select a unit of time: Minutes, Hours, or Days. For example, you schedule an activity with a start time of 11:00 AM on October 15. You select the Reminder check box. Then you enter 15 in the first Remind me before field, and you select Minutes from the drop-down list in the second field. At 10:45 AM on October 15, Vision sends you a reminder for the scheduled activity. You can choose to receive email activity reminders, pop-up activity reminders, or both. You can change the way that you receive activity reminders at any time. To change the way that you receive activity reminder, click Options on the Vision toolbar. Then cancel or select the Enable email reminders and Enable popup reminders check boxes on the Activity tab of the User Options dialog box.
Notes	Enter notes related to the activity. You can enter text directly in this text box, or click Edit on the text box toolbar to use the Vision Text Editor to enter text. When you enter text directly in the Notes text box, the following apply: Press SHIFT+ENTER on your keyboard to start a new line of text. Press ENTER on your keyboard to start a new paragraph.