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
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Description
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Account
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Account linked to this activity.
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Campaign
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Campaign linked to this activity.
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Primary Contact
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Primary contact linked to this activity. For companies using the Group feature, this contact is the Primary Contact on the Calendar views.
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Delegated By
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User who created the task and then assigned it to another owner.
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Description
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Additional information about this activity. Limit of 2,000 characters.
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Due Date
|
Date this task is due (applies only to tasks).
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End Time
|
Date and time the appointment concludes (applies only to appointments). Defaults to today's date and 1:00 p.m.
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Lead
|
Lead linked to this activity.
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Location
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Place where the appointment takes place (applies only to appointments).
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Modified By
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Name of the person who creates or updates the activity record followed by the date and time it is created or updated. System-generated.
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Opportunity
|
Opportunity linked to this activity.
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Owner
|
Owner of this activity.
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Priority
|
Priority level, such as 1-High, 2-Medium, or 3-Low (applies only to tasks).
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Private
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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.
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Service Request
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Service request linked to this activity.
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Start Time
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Date and time the appointment starts (applies only to appointments). Defaults to today's date and 12:00 p.m.
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Status
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Status of task, such as Completed, Deferred, In Progress, Waiting For Someone Else, or Not Started. Defaults to In Progress.
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Subject
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Title or short description of this activity.
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Type
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For tasks, this refers to a category, such as Call, Correspondence, Demonstration, Email, Event, Fax, Meeting, Personal, Presentation, Other, or To Do.
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Type
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On the Activities List page, this refers to the type of activity, either Task or Appointment.
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