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Activity Fields

Use the Task Edit page to add a task or update details for an existing task. Use the Appointment Edit page to add an appointment or update details for an existing appointment. Use the Call Edit page to update the details of an existing planned call. The Edit pages show the complete set of fields for a task or appointment.

TIP: You can also edit the activities on the Activities List page and on the Appointment, Task, and Call Detail pages. For more information on updating records, see Updating Record Details.

NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help.

The following table provides additional information regarding some fields available on the Task and Appointment Edit page. For more information about the fields available on the Call Edit page, see Tracking Visits (Sales Calls) to Customers.

NOTE: If the Activity record type is configured in mixed mode or book mode, then the Delegated Flag field must not be present on the appointment, task, and call detail page layouts, otherwise an error occurs when you try to save the appointment, task, or call.

Field

Description

Account

Account linked to this activity.

Approval Status

The approval status of the record when the task is created. This field does not appear by default. Company administrators can add this field to the Activity page layout. Company administrators can use this field to assist in tracking record approvals for Partner Relationship Management. This field can be populated as part of a workflow. For more information on the Create Task workflow, see Creating Workflow Actions: Create Task. For more information on configuring Partner Relationship Management, see Oracle CRM On Demand for Partner Relationship Management Configuration Guide.

Call Result

The result for the activity type Birthday Call, Referral Call, or Review Call, such as No Reach, Appointment, Stay in Touch, or Dead File. When you enter a value in this field it becomes read-only.

Campaign

The campaign that is linked to this activity.

Completed Date

The date and time when the activity was completed. For tasks, this field is automatically populated when the Status field is set to Completed or the Mark as Completed button is clicked.

For appointments, if the Completed Date is left blank, it is automatically set to the same value as the End Time field when the appointment is created and saved. If the Completed Date field is not configured as a read-only field, then you can enter a date in this field that is different from the end date for the appointment. However, if you later change the value in the End Time field, then the value in the Completed Date field is also automatically changed to the new value in the End Time field. Also, changing the date in the Completed Date field does not result in the Completed check box for the appointment being selected, or the Status field being set to Completed, even if the new date is in the past.

The Completed Date field can never be left blank on appointments because Oracle CRM On Demand uses this field to determine which appointments to include in the Open Activities lists that appear in several areas in Oracle CRM On Demand. If you clear the value from the Completed Date field on an appointment, then Oracle CRM On Demand automatically resets the field to the same value as the End Time field.

Completed

For tasks, this check box is automatically selected when the Status field on the task is set to Completed. For appointments, this check box is not selected automatically when the Status field on the appointment is set to Completed.

Primary Contact

Primary contact linked to this activity. For companies using the Group feature, this contact is the Primary Contact on the Calendar views.

Delegated By

The user who delegated the task to another owner. This field is automatically populated when it has been assigned to another owner.

Description

Additional information about this activity. Limit of 16,350 characters.

Due Date

Date this task is due (applies only to tasks).

End Time

The date and time the appointment concludes (applies only to appointments). Defaults to today’s date and 1:00 p.m. Oracle CRM On Demand automatically updates this field, using the start time and duration of the appointment.

If you leave the Completed Date field on an appointment blank, then the Completed Date is automatically populated with the value from the End Time field. If you change the value in the End Time field, then the value in the Completed Date field is also automatically changed to the new value in the End Time field.

Lead

Lead linked to this activity.

Location

Place where the appointment takes place (applies only to appointments).

Opportunity

Opportunity linked to this activity.

Owner

The owner of the activity record.

Depending on the record ownership mode that your company administrator sets up for the record type, you might see the Owner field, or the Book field, or both of these fields on the record Detail page, and one or both of the fields might be blank. For more information about record ownership modes, see About Data Access, Record Sharing, and Record Ownership.

Priority

The priority level, such as 1-High, 2-Medium, or 3-Low. The priority level applies only to tasks. The default value is 3-Low.

NOTE: If your company administrator has changed the default values for the Priority field, arrows might not be displayed in the Priority field in the task lists.

Private

Indication that the activity record can be seen only by you even if the activity is linked to a record visible to others.

Reject Reason

Indicates why an item was returned or rejected. This field does not appear by default. Company administrators can add this field to Activity page layout. Company administrators can use this field to assist in tracking record approvals for Partner Relationship Management. This field can be populated as part of a workflow. For more information on the Create Task workflow, see Creating Workflow Actions: Create Task. For more information on configuring Partner Relationship Management, see Oracle CRM On Demand for Partner Relationship Management Configuration Guide.

Service Request

Service request linked to this activity.

Start Time

Date and time the appointment starts (applies only to appointments). Defaults to today’s date and 12:00 p.m.

Status

The status of the task or appointment, such as Completed, Deferred, In Progress, Waiting For Someone Else, or Not Started.

Subject

Title or short description of this activity.

Sub Type

The object type of the approval. This field does not appear by default. Company administrators can add this field to Activity page layout. Company administrators can use this field to assist in tracking record approvals for Partner Relationship Management. This field can be populated as part of a workflow. For more information on the Create Task workflow, see Creating Workflow Actions: Create Task. For more information on configuring Partner Relationship Management, see Oracle CRM On Demand for Partner Relationship Management Configuration Guide.

Type

For tasks, this refers to a category, such as Approval, Birthday Call, Call, Correspondence, Demonstration, Email, Event, Fax, Lunch, Meeting, Personal, Presentation, Other, Referral Call, Review Call, or To Do.

Type

On the Activities List page, this refers to the type of activity, either Task or Appointment.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.