Activities

To configure the Activities of the calendar, navigate to the ‘Activities’ section.

 

It will include tabs for Task, Fax, Phone Call, Email, Letter, Appointment, Recurring Appointment, Service Activity, Campaign Activity, Bookable Resource Booking and Custom Activity and each of the activity tab will contain following fields:

 

Task: You can check the checkbox display the Task (activity) in the calendar by default.

 

Default Color: You can select the default color for the activity to be displayed in the calendar.

 

Overwrite Color By: You can select Overwrite Color as By Status & By Priority.

 

If you want to select the color as per the “activity status”, you can select the color for Open, Completed and Canceled status.

 

Note: For Appointment, Recurring Appointment and Service Activity, you will get the option to select the color for “Scheduled” status.

 

If you want to overwrite the color as per “priority”, you can select the color for High, Medium, and Low priority.

 

Tooltip Attribute: You can select the tooltip attributes from the list of different attributes to be included in activity tooltip that appears on hovering the activity in the calendar.

 

Details Attribute: You can select the details attributes to be included in activity detail that appears on clicking the activity in the calendar, from the list of different attributes available.

For both the list, you can select maximum 10 attributes and minimum one attribute or else it will show validation message stating to select at least one attribute.

 

Check the boxes besides attributes that you wish to include.

 

Title Attribute: You can select the title attribute to be displayed as the title of activity in calendar. The ‘Title Attribute’ comes with default selection of Subject You can select only one attribute from the list of different attributes.

 

Start Date: View the activities on the calendar based on the selection of its action. Select the action for the Start Date.

 

End Date: View the activities on the calendar based on the selection of its action. Select the action for the End Date.

 

Note: For the Recurring Appointment activity, you will not get the Start Date and End Date selection.

 

Email Reminder: You can enable / disable the email reminder for an activity.

 

On: Choose ‘On’ to enable Email reminder of the activity

 

Off: Choose ‘Off’ to disable Email reminder of the activity

 

Note: Once you have enabled the ‘Email Reminder’, you will receive a reminder email for the activity. User who has created the activity will receive the mail on the email address configured during account creation.

 

Minutes: Enter the number of minutes before which you want to send the reminder for the activity through email to the users included for the specific activity.

 

Buttons Configuration: Select the action buttons that you need to include in the calendar. These action buttons are the ones which if enabled lets you perform those actions directly from the calendar. Here activities like Task, Fax, Phone Call, Letter, Appointment, Service Activity, Custom Activity have actions buttons for:

> Convert to Opportunity

> Convert to Case

> Mark as Complete

> Mark as Cancel

 

Note: All the following activities have different action button to perform. You will get the Buttons Configuration as per the configuring the specific activity.

 

Recurring Appointment: ‘Recurring Appointment’ activity has End Series button in additional.

 

Email Activity: ‘Email’ has Convert to Lead button.

 

Campaign Activity: ‘Campaign activity’ has Close Campaign Activity button in addition.

 

Appointment & Recurring Appointment Activities: You can select the default Required and Optional records (CRM) that will already be selected when the activity is to be created.

You need to enable the checkbox of the Required and Optional CRM records. By clicking on the Search icon, you can select the relevant CRM records from the Lookup Records that will be pre-selected at the time of creating activities.

So any member of your team will get the pre-selection of Required & Optional records as per your requirement.

Similarly, you can select the default Required & Optional for the Recurring Appointment activity.

So when you or your team member adds an Appointment or Recurring Appointment activity, you will get these options pre-selected at the time of creating the activity.

 

 

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