Siebel Customer Relationship Console User Guide > Adding Information >

Adding Activities

With an Activity (see Figure 14) you can:

• Create a new activity record
• Record details of the nature of the interaction and planned action required
• Assign the activity to a resource and place a time stamp on the activity

Figure 14. Adding Activities View

To add an activity

1. Start a customer session for the customer for which you are adding the activity.
2. Select the Activities session tab and click New.

   NOTE:  You can also use the Action menu item to Add an Activity.

3. Complete the fields as necessary, some of which are described in the following table.

   Field	Description
   Type	The type of activity.
   Planned Start	The date the activity is planned to start.
   Priority	The importance of the activity.
   Description	The nature of the activity.
   Duration	The number of minutes for which the activity is scheduled.
   Planned Completion	The planned completion date for the activity. It is equivalent to the planned start plus the duration.
   Due	The due date for the completion of the activity.
   Repeat Frequency	The frequency of the activity, such as daily or weekly.
   Until	The date reoccurrence of the activity will cease.

4. Click Save.

   NOTE:  At any time before you click Save you can click Cancel to cancel the activity and return to the Summary view.