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Activity Fields

Use the Task Edit page to add a task or update details for an existing task. Use the Appointment Edit page to add an appointment or update details for an existing appointment. The Edit pages show the complete set of fields for a task or appointment.

TIP: You can also edit activities on the Activities List page and on the Appointment and Task Detail pages. For more information on updating records, see Updating Record Details.

NOTE: Company administrators can customize your application in a variety of ways, such as changing names for record types, fields, and options in drop-down lists. Therefore, the information you see onscreen might differ from the standard information described in this table.

The following table provides additional information regarding some fields.

Field

Description

Account

Account linked to this activity.

Campaign

Campaign linked to this activity.

Primary Contact

Primary contact linked to this activity. For companies using the Group feature, this contact is the Primary Contact on the Calendar views.

Delegated By

User who created the task and then assigned it to another owner.

Description

Additional information about this activity. Limit of 2,000 characters.

Due Date

Date this task is due (applies only to tasks).

End Time

Date and time the appointment concludes (applies only to appointments). Defaults to today's date and 1:00 p.m.

Lead

Lead linked to this activity.

Location

Place where the appointment takes place (applies only to appointments).

Modified By

Name of the person who creates or updates the activity record followed by the date and time it is created or updated. System-generated.

Opportunity

Opportunity linked to this activity.

Owner

Owner of this activity.

Priority

Priority level, such as 1-High, 2-Medium, or 3-Low (applies only to tasks).

Private

Indication that the activity record can be seen only by you even if the activity is linked to a record visible to others. When synchronizing with Microsoft Outlook, you can set up a filter for excluding Private records from being uploaded to Siebel CRM On Demand using this field. For more information, see Synchronizing with PIMs.

Service Request

Service request linked to this activity.

Start Time

Date and time the appointment starts (applies only to appointments). Defaults to today's date and 12:00 p.m.

Status

Status of task, such as Completed, Deferred, In Progress, Waiting For Someone Else, or Not Started. Defaults to In Progress.

Subject

Title or short description of this activity.

Type

For tasks, this refers to a category, such as Call, Correspondence, Demonstration, Email, Event, Fax, Meeting, Personal, Presentation, Other, or To Do.

Type

On the Activities List page, this refers to the type of activity, either Task or Appointment.


Published May 2008