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Managing Calendars and Activities

For step-by-step procedures for managing calendars and activities, see the following:

• Viewing Activities
• Creating Activities
• Updating Activities
• Limiting Activity Records Displayed
• Marking Tasks as Completed
• Assigning Activities to Another Employee
• Tracking Visits (Sales Calls) to Customers

  NOTE: This feature is not part of the standard edition of Oracle CRM On Demand, so it might not be available to your company.

• Adjusting Message Responses
• Scheduling Appointments with Others
• Mass Call Planning
• Using Activity Assessment Scripts
• Reviewing Recommended Messaging Plans for Activities

If your user role includes the Share Calendar privilege, you can also perform the following procedures:

• Viewing Others’ Calendars
• Sharing Your Calendar
• Setting Your Default Calendar View
• Adding Custom Calendar Views

If your user role includes the Share Calendar privilege and your company uses the default group assignment option, you can also perform this procedure, Viewing Group Task Lists.

For step-by-step procedures that are common to many record types, see:

• Creating Records
• Updating Record Details
• Linking Records to Your Selected Record
• Working with Lists

NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help.

Also, depending on the access level that you have, you might not be able to perform all procedures described in the preceding list.