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Associating Activities with Accounts in Siebel Medical Handheld
An activity is a task or event that is generally, but not always, performed for a contact, account, or opportunity. You will likely have many meetings, calls, presentations, and other activities surrounding an account. Activities provide a place to enter and track this information. If the activity entered has a time associated with it, it will appear on the Activities and Calendar screens. To associate activities with accounts
- Navigate to the Accounts screen.
- In the My Accounts list, select the account with which the activity will be associated.
- From the Show drop-down list, select Activities.
- In the Account Activities view, tap the Activities list to select it, and then tap the New Record button.
- In the new row, complete the necessary fields.
The Type field defaults to Other. The fields are described in the following table:
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Type |
A required field. From the drop-down list, choose an activity type, such as Call or Maintenance. |
Description |
Enter a description of the activity, such as Hospital Visit or Quarterly Maintenance. |
Status |
Enter the status of the activity, such as In Progress or Unscheduled. |
Priority |
Enter a value from 1 to 4, with 1 representing the highest priority. |
Due |
Enter a date for the activity to be completed. |
- Tap the default activity Type hyperlink to display the Activities screen's More Info view.
- In the More Info form, add and edit details about the activity.
For more information, see Creating Activities in Siebel Medical Handheld.
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