| Field | Description |
|---|
| View by Type
|
If you assign types to your activities when you schedule an activity, use the check boxes in this section to select which types of activities, such as Meetings or Phone Calls, to display in the Activities grid. Select a check box to have that type of activity display in the Activities grid. Clear a check box if you do not want that type of activity to display in the Activities grid.
Use the Activity Types Code Table in Code Table Configuration to define additional activity types.
If you add types to the Activity Types Code Table, you must select the
Other check box in the
View by Type section to display those activities in the Activities grid. The types that you add do not display individually in the
View by Type section.
|
| View by Date
|
Use the options in this section to select the calendar dates of the activities that you want to display in the Activities grid.
|
| Date Options
|
Use the drop-down list in this field to select the calendar dates for the activities that you want to display in the Activities grid. The options are:
-
None — This displays all activities, regardless of the date on which they occur.
-
Today — This displays activities for today's date only.
-
Today and Future — This displays activities for today's date and all dates in the future.
-
Today and Past — This displays activities for today's date and all dates in the past.
-
Range — This displays activities that fall within a range of dates. If you select this option, you must complete the
From and
To fields in this section.
-
This Week — This displays activities for the current week only.
-
This Month — This displays activities for the current month only.
-
Next 7 Days — This displays activities for the next 7 days only (this includes the current day).
-
Next 14 Days — This displays activities for the next 14 days only (this includes the current day).
-
Next 30 Days — This displays activities for the next 30 days only (this includes the current day).
-
Next 60 Days — This displays activities for the next 60 days only (this includes the current day).
-
Next 90 Days — This displays activities for the next 90 days only (this includes the current day).
|
| From/To
|
These fields are enabled when you select the
Range option in the
Date Options field. Use these fields to specify the range of dates for which you want to display activities.
Vision displays all activities that occur on and between the dates that you specify.
In the
From field, enter the first date for which you want to display activities in the Activities grid.
In the
To field, enter the last date for which you want to display activities in the Activities grid.
Click
 in either field to select a date from the drop-down calendar.
|
| View by Status
|
Use the drop-down list in this field to select the status of the activities that you want to display in the Activities grid.
The activity status options are:
-
None — View all activities, regardless of their status
-
Pending — View only activities with a pending status
-
Completed — View only activities with a completed status
When you schedule an activity, the activity status displays as
Pending. To modify the status from
Pending to
Completed, select the activity from the Activity Calendar, Activity Manager, the Info Center, or the Dashboard. Then open the Activity dialog box, and select the
Completed option on the Details tab.
|
| View by Association Grid
|
This grid lists the various associations available for the Activities filter. Depending on your record access rights in Security Configuration, you can select one or more records in the Info Center as filter criteria for the activity.
When you open the Activities Filter dialog box from the Info Center, the field that corresponds to the record type that you have open displays the name of the record that you have open. For example, if you have the
ABC Systems
client record open, then
ABC Systems displays in the
Client field.
|
| Grid Options
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
| Type of Association
|
This column lists the different types of associations for the activity filter, including standard and user-defined info centers. Click on a column to select additional criteria for the association.
|
| Records
|
Use this field to specify an individual record for the type of association. You can enter your own selection criteria to have
Vision search for matching records, or click
 to access the associated lookup dialog box.
|
| Primary
|
Select this option to display activities for which the selected association is the primary contact or lead. For example, if you are searching activities for the contact named Joe Smith, and the
Primary option is selected,
Vision searches for activities where Joe Smith is marked as the primary contact.
|
Filter Options.
in this field to display filter options.
beside this field to open a list of saved searches.
Vision displays one or two folders that contain saved Activities filters. Based on your security rights, you may have access to a Personal folder and a Global folder. Click a saved filter in one of the folders to view the filter options or modify them.
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