Buttons on the Activities Dialog Box

Common buttons display on the tabs of the Activities dialog box.

Buttons

Field Description
Create Follow-up Activity Click this button to schedule a follow-up activity. The details from the current activity are used to create a new activity, which you then modify to create the follow-up activity.
Designer Click this button to use Screen Designer to modify the content of the tabs on the Activities dialog box. You can:
  • Resize and move existing fields and labels.
  • Modify existing field labels and add new ones.
  • Determine whether or not fields should be hidden or locked based on role security.

  • Determine whether or not fields are required for Customer Relationship Management and Accounting.

  • Modify the order of tabs on the screen.
OK Click this button to close the Activities dialog box, save your entries, and schedule an activity.
Cancel Click this button to close the Activities dialog box and not save any modifications or activities that you scheduled.
Help Click this button to view help for the Activities dialog box.
Parent Topic: Activities Dialog Box