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.