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Adding an Activity for a Contact

After completing a call, an agent often creates an activity record as a reminder to perform a follow-up task for the customer. The following procedure describes how to add an activity from the Contact screen. For more information about Activities, see Activities.

To add an activity for a contact

  1. Navigate to the Contacts screen, and in the Contacts list, select the contact.
  2. Click the Activities view tab.
  3. In the Activities list, add a record and complete the fields.

    4. The following table describes some of the fields.

    Field
    Comments
    Display In
    Determines where the selected activity will be listed. Available values are Calendar and Activities, To Do and Activities, and Activities Only. For more information about Activities and the To Do list, see Activities. For more information about the Calendar screen, see Fundamentals.
    Due
    Date and time by which the activity should be finished.
    New
    When an asterisk appears in the New field, it indicates that the owner has not made any modifications to the activity record since receiving the assignment.
    Owner
    Person responsible for completing the activity.
    Start
    Date and time by which the activity should start.
    Type
    Type of activity being scheduled. Defaults to Appointment.

To add information to a contact activity

  1. Navigate to the Contacts screen, and in the Contacts list select the contact, and then click the Activities view tab.
  2. In the Activities list, select the activity record, and then drill down on the hyperlink in the Type field.

    3. The Activities screen appears, showing an Activity form and an Attachments list.

  3. In the Activities form, complete additional fields as needed.

    4. The following table describes some of the fields.

    Field
    Comments
    Contacts
    Contacts associated with the activity. Automatically populated with the last name of the selected contact. Additional contacts can be added here.
    Duration
    Estimated time required to complete the activity. If Start and End are specified, Duration is calculated automatically by subtracting End from Start. If Start and Duration are specified, End is calculated automatically by adding Duration to Start.
    Employees
    One or more employees needed to complete the activity. Automatically populated with the User ID of the person who created the activity.
    End
    Date and Time by which the activity should end. If Start and End are specified, Duration is calculated automatically by subtracting End from Start. If Start and Duration are specified, End is calculated automatically by adding Duration to Start.
    Opportunity
    Sales opportunity associated with the activity.


 Siebel Call Center User Guide 
 Published: 18 April 2003