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Siebel Sales Handheld Guide > Using Siebel Sales Handheld > Managing Customer Relationships in Siebel Sales Handheld >
Adding General Activities Using the Calendar in Sales Handheld
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
- Navigate to the Calendar screen.
- From the Show drop-down list, select Daily, Weekly, or Monthly.
- For My Weekly or My Monthly, select the day on which you want to schedule a general activity.
- On the toolbar, tap the New Record button.
You may also tap an open time slot within the daily view.
- In the new record, complete the necessary fields for the appointment or task.
Some fields are described in the following table.
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Type |
The type of activity. Activity types might be call, email-outbound, demonstration, and so on. |
Planned Start |
This date-time field defaults to the time selected when you created the new appointment. |
Planned Completion |
When you change the planned completion time, the duration is automatically updated. |
Duration |
When the duration is updated, the planned completion time is automatically adjusted. |
Account |
Complete this field if the activity is related to a particular account. |
Repeat |
Tap the check box to display a check mark if the appointment or task is recurring. Siebel Handheld Calendar does not support modification of single instances of recurring activities. For example, if you delete or modify an appointment scheduled to recur daily for 10 days, the entire series will be deleted. |
Frequency |
Select the frequency of your recurring task or appointment. |
Repeat Until |
The end date of a repeating appointment. |
To specify contact participants
- Navigate to the Calendar screen and locate the day the task or appointment occurs.
- Drill down on the task or appointment hyperlink to display the Calendar form.
- From the Show drop-down list, select Contact Participants.
- In the Calendar Contacts view, tap the Contacts list to select it, and then tap the New Record button.
- In the Add Contacts dialog box, select contacts and tap OK.
To specify employee participants
- Navigate to the Calendar screen and locate the day the task or appointment occurs.
- Drill down on the task or appointment hyperlink to display the Calendar form.
If the appointment or task repeats over time, you will be asked to indicate if changes to the appointment should be applied to the specific occurrence, or to all occurrences. From the Show drop-down list, select Employee Participants.
- From the Show drop-down list, select Employee Participants.
- In the Calendar Employees view, tap the Employees list to select it, and then tap the New Record button.
- In the Add Employees dialog box, select employees, and then tap OK.
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