Entering a New To Dos or Editing an Existing To Dos
The Activity Detail window lets you enter or edit a To Dos. You can enter To Dos for yourself or another person on your sales team; associate a To Dos with an account, contact, or opportunity; or enter personal To Dos that cannot be viewed by others.
When you enter a new action item in your Activity List, you have the option, if you have installed Microsoft Schedule+, to add the action item to your Microsoft Schedule+ calendar.
1. Select the Activity tab.
2. Choose the To Dos button.
3. Choose New Record from the toolbar to insert a blank line in the list of To Dos.
5. Enter the To Dos description in the Description field.
The Assigned To field displays your username. Use the list of values to assign this To Dos to someone else in your work group.
7. Check the Personal check box if you do not want this To Dos to be visible to other users.
8. Prioritize the To Dos, if appropriate.
Your enterprise may or may not have a priority numbering system that describes the urgency of To Dos assigned. You can develop your own system for personal priorities. Entries must be numeric.
Enter the date by which the task must be completed.
Use the Time fields if the To Dos should be started and/or completed at a particular time. You can choose either a twelve or twenty-four hour format. Use the OSM: Time Format profile option to select a format.
10. Enter account or contact information, if appropriate.
A To Dos can be associated with an account, contact or opportunity. When you open this window, Oracle Sales and Marketing assumes you want to enter a To Dos for the account, contact, or opportunity you are currently working with.
You can add, change, or clear information from any of these fields to enter a new To Dos for a different account, contact or opportunity.
Leave all fields in these regions blank if the To Dos is not tied to a specific account, contact or opportunity.
11. Choose Save on the toolbar to add the new To Dos to the database.
12. If you schedule the action item within Microsoft Schedule+ and you have enabled the OSM: Use Microsoft Scheduler profile option, you can select the Microsoft Schedule+ icon.
Microsoft Schedule+ does not open when you select the icon; however, the next time you open your Microsoft Schedule+ application, your appointment is recorded.
Attention: If you make changes to your Microsoft Schedule+ appointment created within Oracle Sales and Marketing, the change will not be reflected within Oracle Sales and Marketing; you'll have to manually change the information.
1. Select the Activity tab.
2. Select the To Dos you want to edit.
3. Edit the To Dos fields, if appropriate.
You can edit any of the fields in this window.
4. Choose Save on the toolbar to add your edits of an existing To Dos to the database.
To enter a new To Dos: