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Siebel CRM Fundamentals
Siebel Innovation Pack 2015
E24770-01
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About Viewing Activities

Activities can appear in the Activities screen, in the Calendar, or in the To Do list. The place where an activity appears depends on the place where it is created. Table 12-1 explains how activities display.

Activities cannot appear in the Calendar and the To Do list at the same time.

Table 12-1 How Activities Are Displayed

If you create an activity here... The activity automatically appears here... Comments

Calendar screen

  • Calendar screen

  • Activities screen

If you do not specify a start time, the activity will only appear in the Activities screen, and not in the Calendar.

To Do list

  • To Do list

  • Activities screen


Activities screen

You must decide where you want to display the activity from the Display In drop-down list.

Your options are Calendar and Activities, To Do and Activities, Activities Only, or Communication and Activities.

If you choose Calendar and Activities, but do not assign a start time to the activity, the activity will not appear in your calendar.

If you choose Communication and Activities and Email - Inbound type, the activity is displayed in Comm Inbound Item List Applet under Communications, then Inbound Item List view.