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Account |
The account associated with the activity. |
Activity # |
A default, application-generated number. |
Alarm |
The Alarm check box sets the activity reminder. A reminder dialog box appears when the activity is due. You can either set an alarm for an individual activity, or you can set a default alarm for all your activities. For more information, see Fundamentals. |
Attachments |
Indicates whether there are attachments associated with this activity. This field does not appear by default in the Service Activities view, but can be displayed through the use of the Columns Displayed command. |
Audience |
A list of values established by your company that allows you to specify which audiences can view the activity. Examples of values are employees, partners, and customers. |
Billable |
A check box which when selected, indicates the activity is a revenue-generating event. |
Category |
A list of values established by your company that allows you to specify a category for the activity. Service related activities are often created by one individual (such as a call center agent) and completed by another (such as a service repair representative). Consequently, when a service related category value is selected (such as Diagnostic, Field Engineer Activity, Preventative Maintenance or Other), the owner of the activity is deleted so that the activity is unassigned. The user can then reassign the activity by adding a new value to the owner field. If the customer is using Siebel Assignment Manager, the activity is automatically reassigned. |
Comments |
A text field for activity notes and information to be shared by the team. |
Cost Estimate |
The monetary value associated with the activity estimate. |
Created |
The date and time the activity was created. |
Created By |
The user ID of the activity creator. |
Description |
A text entry field that can be used for additional information about the activity. |
Display In |
A field that determines where an activity appears. The field has three values—Calendar and Activities, To Do and Activities, Activities Only. If, for example, you want an activity to appear in your calendar, you must set the Display In field to Calendar and Activities and make sure that the activity has a start time. If you set the Type field to To Do, the Display In field automatically changes to To Do and Activities. On the home page, To Do activities appear in the My Activities list and do not appear in the My Calendar list. |
Due |
An editable date field that displays a date and time by which the activity must be completed. |
Duration |
A list of values established by your company that allows you to choose the duration of an activity. Default values are in minute segments, for example 5, 10, 15, and 20. |
Employees |
The User ID of the activity creator. You can select multiple employees for an activity, but only one employee can be designated as primary. |
End |
The proposed date and time for the activity completion. |
Global Owner |
The employee who is responsible for the activity. |
Meeting Location |
A text field that can be used for location information that is shared by the sales team. Examples of meeting locations are Conference Room B and Main Campus Facility. |
New |
Automatically selected when ownership is changed from the activity creator to another user. Automatically cleared when the new owner views activity details by clicking the hyperlink in the Type field. |
Opportunity |
A dialog box that allows you to associate an opportunity with an activity. |
Owner |
The primary employee associated with the activity. The default owner is the creator of the activity. Enter a new value into the field by typing the User ID directly into the field, or click the select button and choose the primary employee from the Pick Employee dialog box. The new Owner value that you enter also replaces the primary employee that appears in the Employee field. Conversely, if you add a new primary to the Employee field, this new primary also appears in the owner field. |
Price List |
A list of values established by your company that allows you to specify which price list is associated with a billable activity. |
Priority |
A list of values established by your company that allows you to assign a priority to the activity. Default values include 1-ASAP, 2-High, 3-Medium, and 4-Low. |
Private |
When selected, the activity becomes visible only to the users listed in the Employees field and the Siebel administrator. |
Project |
Allows you to associate a project with an activity. |
Rate List |
A list of values established by your company that allows you to specify which rate list is associated with a billable activity. |
Repeat Frequency |
If Repeat Frequency is selected, this field displays the interval at which the activity repeats. Default values include daily, weekly, monthly, and yearly. |
Repeat Until |
An editable field that displays the date and time for the last interval of the final meeting in the series. |
Site |
A default value that is automatically entered when you associate the account with an activity. |
Start |
An editable field that displays the activity creation date and time. |
Status |
A list of values established by your company that allows you to assign a status to the activity. Default values include Acknowledged, Cancelled, Declined, Scheduled, and Completed. |
Type |
A list of values established by your company that allows you to define the activity type. Default values include Call, Correspondence, and Email. |