Schedule a Follow-up Activity in the Info Center

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 Info Center form. For example, you can schedule a follow-up phone call with a potential client.

To schedule a follow-up activity in the Info Center, complete the following steps:

1. Open an Info Center record.
2. Click the Activities tab or, in the Employee Info Center, click the CRM Info tab.
3. In the Activities grid, click the row that contains the activity for which you want to schedule a follow-up activity.
4. On the Activities grid toolbar, click Edit.
5. 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 appropriate tab (Activities tab or CRM Info tab).
6. Click Save to save and schedule the follow-up activity.