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Adding General Activities From Activities in Pharma Handheld

All activities with valid dates and times appear in the Pharma Handheld Calendar views as well as in the Activities views. The Calendar views provide a visual representation of each user's scheduled activities.

NOTE:  The Planned Start and Duration fields in general activities and appointments must contain entries in order for the appointments and activities to appear in the correct time period in the Daily Calendar view. While the Planned Start field is visible in the Activities screen's My Activities view, this field is not visible in the Contacts screen's Activities and Accounts > Activities views. The Planned Start field can be exposed during application configuration.

To add a general activity from the Activities view

1. Navigate to the Activities screen.

   The My Activities list appears.

2. On the toolbar, tap the New Record button.
3. In the new row, complete the necessary fields.

   NOTE:  Select More Info from the Show drop-down list to edit additional fields for each record.

   Some of the fields are described in the following table.

   Field	Comments
   Activity	Activities entered here are set as "General" and are not editable. Calls created from the New Call button are set as "Contact Call" or "Account Call" depending on whether these calls were created for a contact or an account. Previously created Contact Calls and Account Calls are displayed on the Activities view.
   Activity Type	The type of activity. The values displayed in this drop-down list depend on the value of the Activity field. For example, the activity types that you can select for a contact call are different from those that you can select for a general activity.
   Assigned To	The sales representative responsible for the activity. The Assigned To field in all Activities views (Activities, My Activities list; Activities, More Info form; Contacts, Activities list; and Accounts, Activities list) is read-only.
   Duration	The length of time, in minutes, that you expect the activity to take.
   Last Name	The last name of the contact associated with the activity. The Last Name field on the Activities, My Activities view and the Accounts, Activities view is read-only.