Siebel ePharma Handheld Guide for Windows-Powered Devices > Using ePharma Handheld > Creating General Activities >

Adding General Activities Using Calendar

General activities and appointments must have the Planned Start and Duration fields populated in order to be displayed in the correct time slot on the Daily Calendar view.

To add a general activity in the Calendar view

  1. Navigate to the Calendar screen.
  2. From the Show drop-down list, select My Daily, My Weekly, or My Monthly.
  3. For My Weekly or My Monthly, select the day and time on which you want to schedule a general activity.
  4. On the toolbar, tap the New Record button or double-tap on a row.
  5. In the new record, complete the necessary fields.

    6. Some of the fields are described in the following table.

    Field
    Comments
    Account
    Complete this field if the activity is related to a particular account.
    Planned Start
    If you started from the Daily Calendar view, this date reflects the time selected when you created the new appointment. If you started from the Weekly Calendar or Monthly Calendar view, the first time slot of the day is supplied.
    Type
    The type of activity. The values displayed in this drop-down depend on the kind of activity.
    Repeat Until
    The end date of a repeating appointment. If you do not select a value, 12 more appointments will be scheduled.

  6. To specify contact participants:
    1. From the Show drop-down list, select Contact Participants.
    2. Tap the Contacts list to select it.
    3. On the toolbar, tap the New Record button.
    4. In the Add Contacts dialog box, select participants and then tap OK.
  7. To specify employee participants:
    1. From the Show drop-down list, select Employee Participants.
    2. Tap the Employee Participants list to select it.
    3. On the toolbar, tap the New Record button.
    4. In the Add Employees dialog box, select participants, and then tap OK.

 Siebel ePharma Handheld Guide for Windows-Powered Devices 
 Published: 18 July 2003