Adding Activities to a Customer
Access the Add Activity form.
- Time Date Start and End Date Range
Enter the beginning date for the date range, or the ending date for the date range within which the activity occurs.
- Activity Type
Enter the user-defined code that defines the type of activity.
- Calendar Type
Enter the user-defined code that defines the type of calendar, such as personal calendar, customer calendar, CRM calendar, and so on.
- Priority Level
Enter the user-defined code that indicates the activity's level of importance or commitment. Values are:
1: High
2: Medium
3: Low
- Date Completed
Enter the time and date when the activity was completed.
- Subject
Enter a subject for the activity that appears in daily, weekly, or monthly calendar views.