Activity
| Function | Description |
| Activity type |
Click in the toolbar on an activity type: meeting, call, completion or select one from other existing types. |
| Start date, Start time, Duration Timeless Use Banner Alarm with Hint |
You can schedule an activity for a certain time and a certain date, as timeless activity as well as an activity for a full day and also define a reminder hint, e.g. to be reminded 15 minutes before the start of the activity. |
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Activity should take place/be displayed in ....days. This bar is additive, as e.g. clicking twice on a number will add it so that the event will take place in as many days again. Clicking several times on a day number will multiply it. Example: Clicking twice on "7 days = 14 days". |
| Contact | The activity is scheduled for this contact, e.g. it appears in this contact detail in the Activities tab. |
| Associate with | You can associate activities with groups and companies. The associated activities will be displayed on the Activities tab of the group or company. |
| Record Manager | As default value the registered user is displayed. |
| Regarding |
Select in the Regarding field a subject for the history or enter a Regarding. |
| Priority | Define the priority with fitting colors |
| Private | Mark the activity as private to prevent other ACT! users from viewing it (unless they are involved in the activity). |
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Clicking here will check whether there is already another activity at the same time. In case of any conflict you have the following possibilities:
In configuration you can also define a message appearing if the activity would be on a weekend.
Configuration → Details Setting → ToDo List → Dialog settings
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Details |
Enter details of the scheduled activity in the text field. In case of a meeting, e.g. the individual topics of conversations / items of the meeting, pauses, participants, ... |
