When logging into your database, the default login page is your Today page (otherwise accessible by clicking Today from your Left Menu Bar:
From your Today page, you'll see a menu running along the top of your screen that allows you to easily access important data that's not on the main Today page:
Here, we'll take a look at what you'll see when clicking "Activities" from that menu:
First, let's take a look at the header running across the top of this section:
You have four buttons at the right end of this bar:
Filter Dates button - clicking this will open up a menu that will allow you to choose between numerous different timeframes for your current Open Activities View:
Users menu — clicking this will open up a menu that will allow you to select the database user whose Open Activities you want to view:
Activity Options - after selecting one, some or all activities on display, clicking this will open up a menu that will allow you to perform the following actions on those activities: Complete Selected Items, Reassign Selected Items (to a different database user), Reschedule Selected items, Rollover Selected Items or Delete Selected Items :
Add Activity button — clicking this will allow you to create a new Activity.
Open Activity Columns
Now we'll take a look at the default columns displayed within your open activities:
Note that each column has a set of up/down arrows to the right of the column name that will allow you to sort your currently displayed open activities by that particular column's data.
We'll look at each of these columns below:
Use this column to select one or multiple Activities to work with. Or, select the very top box here to select/deselect All activities.
- Edit will bring up the Activity's Details, where you can make multiple edits if necessary.
- Complete will allow you to mark the Activity complete.
- Reschedule will allow you to change the date/time for the Activity.
- Rollover will allow you to change the due date for the Activity to today.
- Timeline will display a history of updates to the Activity.
- Delete will remove the Activity from your database.
This column displays the date of the Activity and indicates its Start Time or that it is an All Day Event.
This column displays the Activity's name. Clicking the Subject line will take you to the Activity Details, where you can review or make any necessary edits.
This column displays the Activity Type.
Importance and Priority
If you give an Activity a Priority or a level of Importance, these will display in these two columns. Note: Activities with an Importance of High will display a red exclamation mark and those with an Importance of Low will display a blue arrow pointing down. Activities can be assigned a Priority of 1-6.
This column displays Linked Attendees. If more than one (as in the "3 users" example above), you can hover over or click to see those Linked Attendees.
If the Activity has a Linked Contact, that contact's name will be displayed here. Clicking the contact's name will take you to their Contact Overview page.
This column displays the location of the Activity, if that information has been entered for the Activity.
This column displays the Activity's Category, which can be selected during creation or editing of an Activity.