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Contact Overview: Open Activities

Your contact's Overview screen contains an Open Activities section for the contact. Below is an example of this section:

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Your Open Activities are divided into several columns by default:

Activity Date

 

This column displays the date of the activity and indicates whether it is a timed or an All Day Event.

Activity Type

This column displays an icon indicating the Type of Open Activity.

Activity Importance and Priority

These two columns display the Importance and Priority you assigned an Activity, if any.

Subject

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This column displays whatever information you entered in the Activity field when creating the Activity.

Location

This column displays the location of the Activity, which can be entered during creation or editing of an Activity.

Category

This column displays the Activity's Category, which can be selected during creation or editing of an Activity.

Assigned To

This column displays the database user to whom the Activity is currently assigned.

Open Activity Display Options

You can select or deselect columns for display by clicking on the down arrow that displays in any of the column headers when you hover over them and then hover over columns:

Note as well that this will provide you with the option to sort a given column in ascending or descending order (which can also be accomplished by simply clicking on the column header).

Double-clicking anywhere in an Activity's row will open up the Activity for editing.

Right-clicking anywhere in an Activity's row will present you with several options (clicking the Activity Subject will present you with the same options as selecting Edit Activity after right-clicking the row):

Note as well the grey bar running along the top of your Open Activities here, specifically the options on the right end of the bar:

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Add - clicking this will open up an Add New Activity dialog.  You can read more about creating Activities here.  The only difference in creating an Activity from within a contact's record rather than from elsewhere within your database is that the Contact field will already be populated, reflecting the record from which you are creating the Activity.

View Completed - this is a direct link to the contact's Completed Activities page, where you can view or restore completed activities.

The last thing to point out about the Open Activities section is the navigation bar beneath it, which will allow you to move between pages of Open Activities, refresh a contact's Open Activities or see the total number of Open Activities for the contact:

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