Managing Activities for Siebel Finance

An activity is a task that you perform for a contact, account, or opportunity.

The following procedures related to activities and activity management are included in this topic:

• "Displaying Activity Details"

• "Modifying Activity Information"

• "Modifying Contact Information for an Activity"

• "Modifying Employee Information for an Activity"

  
  

  Note: You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Finance.

  
  

Displaying Activity Details

You can display activity details by using the Activities list.

To display activity details 

1. Tap the Side Menu icon on the application banner, and then tap Activities to display the following:

   • The Activities list and details for the selected activity in the right pane.

   • A list in the left pane in which you can select the related items for activities.

2. Tap an activity in the Activities list.

   All details for the selected activity appear below the list in the right pane.

3. To view the related items for the selected activity, tap the following names in the list in the left pane:

   • Contacts. Shows the contact information for the activity. For more information, see "Modifying Contact Information for an Activity".

   • Employees. Shows the employee information for the activity. For more information, see "Modifying Employee Information for an Activity".

Modifying Activity Information

Complete the following procedure to modify activity information.

To modify activity information 

1. Tap the Side Menu icon on the application banner, and then tap Activities to display the following:

   • The Activities list and details for the selected activity in the right pane.

   • A list in the left pane in which you can select the related items for activities.

2. Update an existing activity as follows:

   1. Tap an activity in the Activities list.

      All details for the selected activity appear below the list in the right pane.

   2. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

3. Create a new activity as follows:

   1. Tap the plus (+) icon in the right pane.

   2. Enter the information for the new activity on the form that appears, and then save the record.

Modifying Contact Information for an Activity

Complete the following procedure to modify the contact information for an activity.

To modify the contact information for an activity 

1. Tap the Side Menu icon on the application banner, and then tap Activities to display the following:

   • The Activities list and details for the selected activity in the right pane.

   • A list in the left pane in which you can select the related items for activities.

2. Tap an activity in the Activities list.

   All details for the selected activity appear below the list in the right pane.

3. Update an existing activity contact as follows:

   1. Tap Contacts in the list in the left pane.

      All contacts associated with the activity appear in the right pane, and all details for the selected activity appear above the list in the right pane.

   2. Tap the contact that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Add an existing contact to the activity as follows:

   1. Tap Contacts in the list in the left pane, and then tap the plus (+) icon in the right pane.

   2. Choose the contact on the list that appears, and then tap OK.

5. Create a new activity contact as follows:

   1. Tap Contacts in the list in the left pane, and then tap the double plus (++) icon in the right pane.

   2. Enter the information for the new contact on the form that appears, and then save the record.

Modifying Employee Information for an Activity

Complete the following procedure to modify the employee information for an activity.

To modify the employee information for an activity 

1. Tap the Side Menu icon on the application banner, and then tap Activities to display the following:

   • The Activities list and details for the selected activity in the right pane.

   • A list in the left pane in which you can select the related items for activities.

2. Tap an activity in the Activities list.

   All details for the selected activity appear below the list in the right pane.

3. Update an existing activity employee as follows:

   1. Tap Employees in the list in the left pane.

      All employees associated with the activity appear in the right pane, and all details for the selected activity appear above the list in the right pane.

   2. Tap the employee that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Add an existing employee to the activity as follows:

   1. Tap Employees in the list in the left pane, and then tap the plus (+) icon in the right pane.

   2. Choose the employee on the list that appears, and then tap OK.