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Adding an Activity for a Contact
After completing a call, an agent often creates an activity record as a reminder to perform a follow-up task for the customer. The following procedure describes how to add an activity from the Contact screen. For more information about Activities, see Activities.
To add an activity for a contact
- Navigate to the Contacts screen, and in the Contacts list, select the contact.
- Click the Activities view tab.
- In the Activities list, add a record and complete the fields.
The following table describes some of the fields.
Field Comments Display In Determines where the selected activity will be listed. Available values are Calendar and Activities, To Do and Activities, and Activities Only. For more information about Activities and the To Do list, see Activities. For more information about the Calendar screen, see Fundamentals. Due Date and time by which the activity should be finished. New When an asterisk appears in the New field, it indicates that the owner has not made any modifications to the activity record since receiving the assignment. Owner Person responsible for completing the activity. Start Date and time by which the activity should start. Type Type of activity being scheduled. Defaults to Appointment.To add information to a contact activity
- Navigate to the Contacts screen, and in the Contacts list select the contact, and then click the Activities view tab.
- In the Activities list, select the activity record, and then drill down on the hyperlink in the Type field.
The Activities screen appears, showing an Activity form and an Attachments list.
- In the Activities form, complete additional fields as needed.
The following table describes some of the fields.
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Siebel Call Center User Guide Published: 18 April 2003 |