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Adding General Activities from the Activities View in Siebel Medical Handheld


All activities with valid dates and times appear in the Siebel Medical 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, then the 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. Tap the New Record button, then 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

    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.

    Duration

    Select a time from 15 to 120 minutes from the drop-down list.

    Account

    Tapping in this field takes you to a pop-up list with account names.

    Repeat

    Checking this box allows you to specify the frequency and end date of a recurring activity.

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