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Viewing Activities

Siebel CRM On Demand keeps your activities in the forefront by showing them on several pages:

  • My Homepage

    My Homepage contains separate lists for your appointments and tasks, sorted by date.

  • Calendar Pages

    The Calendar pages show your appointments as they would appear in an appointment book, opened to today's schedule. You can review other days by using the monthly calendars on the right or by clicking the 1, 7, and 31 icons above the appointments.

    The Daily and Weekly Calendar pages also show a list of your tasks, sorted by due date by default.

  • Detail page for record types, such as Accounts, Contacts, and so on.

    The Detail pages contain sections showing open activities and completed activities linked to a specific record.

NOTE: You can also synchronize your activity records with the Offline edition of Siebel CRM On Demand as well as with Microsoft® Outlook.

About Managing Tasks

One way of managing tasks is to prioritize them by importance or urgency. You prioritize a task by assigning it a level, such as High, Medium, or Low. Each level has a corresponding character or icon to indicate the priority of the task (up arrow for High, no arrow for Medium, down arrow for Low). You change the priority level of a task on the Task Edit page.

NOTE: Tasks appearing in red are past their due date.

For information about the Group Task List tab, available for companies that use the Group feature, see Viewing Group Task Lists.


Published 05/11/2007