Activities
Calls, e-mails, meetings and notes logged against a customer, a contact or an opportunity, and what is still to do.
Where to find it
- Module: CRM
- Group: Customers
- Section: Relationships
- Screen: Activities
Address in the console: /crm/activities
List · 6 columns · 7 fields on its form · 2 of them required · 3 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| When | Date and time | due_at |
| Type | Status | activity_type |
| Subject | Text | subject |
| Account | Text | account_name |
| Status | Status | status |
| Logged | Date and time | created_at |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Type required | Choice | call, email, meeting, note, task, visit | |
| Subject required | Text | ||
| Account | Choice | Looked up from existing records | |
| Contact | Choice | Looked up from existing records | |
| When | Date and time | ||
| Status | Choice | open, done, cancelled | |
| Notes | Long text |
What you can do here
Send calendar invite
Send a calendar invitation
Asks for: Starts Minutes Where Also invite Note
Cancel calendar invite
Asks for confirmation: Send a cancellation to everybody invited? It is removed from their calendars.
Put in my calendar
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.