Working with the Activities View

Use the Activities view to manage your scheduled activities, events, literature requests, and confirmations. If you have additional access rights, you can also view other Infor CRM users' activities. Use the Summary view or Details pane to see additional information for each activity. You can use filters to narrow the list of records in the list. For example, if the time frame is next month, use the Time Frame filter to show only activities scheduled for next month.

The tabs that appear in the Activities view are:

The following icons provide information about the activity:

Icon	Description
	Phone Call
	Meeting
	To-Do
	Personal Activity
	The activity is unconfirmed. (Not available on all tabs)
	The activity has an attachment
	The activity is a single occurrence of a recurring activity
	The activity has an alarm

How Do I?

Open the Activity List view

• On the Navigation Bar, click Activities.

Refresh list information

• Click the Refresh button.

Work with records in a grid

Use the activity shortcut menu

View or hide the details pane

1. Click Detail.
   
2. Select a record.
   The Details pane displays at the bottom of the list view with detailed information about the selected record.

3. To hide the Details pane, click Hide Detail.

View the summary pane

1. Click Summary.
2. To return to the List view, click List.

Use the Task Pane Filters to narrow the list

Filters Example

1. On the Navigation Bar, click Activities.
2. Click the My Activities tab.
3. Use the Task Pane Filters to narrow the list:
   • Expand the Activity Type filter and select Phone Call.
   • Expand the Time Frame filter and select Tomorrow.
     All of the calls you have scheduled for tomorrow are shown in the tab.