| Field | Description |
|---|
| Subject
|
Enter an activity Subject. Typically, the subject is a short descriptive statement, such as Initial Consultation, Planning Meeting, or Follow-up Visit.
|
| Location
|
Select the location where the activity occurred, or will occur.
|
| Private
|
A check mark in this box indicates that the activity currently selected in the Activities grid is a private activity. Details for a private activity can be viewed only by the owner and attendees of the activity.
|
| Type
|
Select the activity type, such as Meetings or Phone Calls. You can define additional activity type values using the Activity Types Code Table in Code Table Configuration. See your system administrator for information about adding values to this list.
|
| Priority
|
Select the activity priority: High, Medium, or Low.
|
| Completed
|
Select this box if the activity is
Completed. If it's not checked, the activity is
Pending.
|
|
Client
|
Select the name of the
client associated with the activity.
|
| Contact
|
Select the name of the primary contact associated with the activity.
|
| Bus. #
|
A telephone number is automatically entered in this field when a Contact is selected.
|
| Opportunity
|
Select the name of the opportunity associated with the activity.
|
|
Project
|
Select the name of the
project associated with the activity.
|
| Marketing Campaign
|
Select the name of the marketing campaign associated with the activity.
|
| Primary Lead
|
Select the name of the primary lead associated with the activity.
|
| Activity Owner
|
Select the name of the employee who is responsible for this activity (the activity owner). Typically, the activity owner is the person who schedules the activity.
|
| Created By
|
This field displays the name of the employee who created the activity (that is, the employee who entered the activity into the
Vision database).
|
| Start Time
|
Select the start date and time for the activity.
|
| End Time
|
Select the end date and 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. However, you can modify these times, if necessary.
|
| 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
Vision Activity Calendar for the duration of the activity.
Your options include
Busy,
Free,
Out of the Office, and
Tentative.
|
| Reminder
|
Select this option to activate the Reminders feature. Use the reminder options to further specify the reminder constraints.
|
| Notes
|
Enter any notes or information related to the activity.
If you enter text directly in the
Notes field, you must:
- Press SHIFT + ENTER to start a new line of text.
- Press ENTER to start a new paragraph.
You can include the text entered in this field on your Accounts Receivable reports.
|
| Add File
|
This option displays the Add/Associate File to Activity dialog box, which is used to add files to the Attachments tab. All added files are added to the Files tab of associated Info Centers, if any, when the activity is created.
|
) in your system tray or click
Deltek Vision on the toolbar of the Add-Ins tab in Outlook.