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Understanding Activities
An activity is a scheduled task or event. Activities represent the ways in which users spend their time. Although activities are typically performed or planned for opportunities, contacts, or accounts, they can also be personal tasks that users want to track. For more information on activities, see the business scenario Users Create Activities and Creating Activities.
All activities with valid dates and times appear in the Siebel Life Sciences Calendar views as well as in the Activities views. The views in the Calendar screen provide a visual representation of each user's scheduled activities and appointments. For more information using the calendar, see Creating a General Activity in the Calendar.
Contact and Account Calls
Contact and account calls are a type of activity record. Although users create contact calls in the Contact screen, they actually record calls details in the Activities screen. For more information on scheduling calls, see Creating a Contact Call and Creating an Account Call. For information on recording calls, see Recording Calls.
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Siebel Life Sciences Guide Published: 18 April 2003 |