Activity: General Tab, Phone Call

Use this tab to enter general information about a phone call.

To view the fields for phone calls, choose Business Partners Activity, and select Phone Call as the activity.

Note Note

This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

End of the note.

Remarks
Shortly, describe the phone call.

Start Time
Specify the date and time for the start of the phone call. By default, the system date and time are displayed. Note When you define an activity as a recurring activity, the date of the Start Time and the value in the Repeat on section are interdependent. End of the note.

End Time
Specify the time for the conclusion of the phone call. By default, the end time is set to fifteen minutes past the start time. Caution You cannot set the end time to a time earlier than the start time. End of the caution.

Duration
Specify the length of time you expect the phone call to take. By default, the duration is set to fifteen minutes. If you change it, the end time is updated accordingly. Note To specify hours, type the number of hours followed by the letter H. End of the note.

Recurrence
Used for setting recurring activities. It is only available for Phone Call, Meeting, or Task. The default value is None that stands for non-recurring activities. Select from the dropdown list to define the frequency of the recurring activity. You can define a daily, weekly, monthly, or annually activity.

Repeat Every
Use it to define the frequency for the recurring activity. It is only available for Phone Call, Meeting, or Task, when the value of Recurrence is not `None`. For daily activities, to schedule the activity on every working day, select the radio button Every Weekday. Alternatively, Select the first radio button. Specify the daily frequency. The value should be a number between 1 and 6. For weekly, monthly, or annually activities, specify the frequency that the activity takes place. The value should be a number between 1 and 4. For weekly activities, specify a number between 1 and 4. For monthly activities, specify a number between 1 and 12. For annually activities, specify a number between 1 and 10.

Repeat on
Use it to define the date when the activity recurs. It is only available for Phone Call, Meeting, or Task, when the value of Recurrence is not `None`. For weekly activities, select the days when the activity recurs. You can select multiple days. For monthly activities, select from the two radio buttons to define the date when the activity recurs. The value of the first radio button cannot exceed the number of days of the month specified in the Start Time field above. For annual activities, select from the two radio buttons to define the date when the activity recurs. Note For the second dropdown list of the second radio button for both monthly and annual activities, the ranges of weekdays and weekends are decided by the values specified in the Weekend From ... To ... field in the Holiday Dates window. For more information, see Holiday Dates Window. End of the note.

Range
Use it to define the range for the recurring activity. It is only available for Phone Call, Meeting, or Task, when the value of Recurrence is not `None`. Select from the three radio buttons and specify the end date for the activity. You can: Leave the end date open. End the activity after certain occurrences. End the activity by a certain date. Specify the date in the mm/dd/yy format.

Reminder
Displays a reminder in the Messages/Alert Overview window prior to the time set for the phone call. Specify the reminder in minutes or hours. To specify hours, type the number of hours followed by the letter H. Note The reminder is displayed according to the settings on the Services tab in Administration System Initialization General Settings . End of the note. Note When you assign an activity to an employee, the Reminder checkbox is not available. End of the note.

Inactive
Inactivates the activity and removes it from your calendar. You can still update and reactivate it.

Closed
Closes the activity. Caution You cannot reopen or modify a closed activity. End of the caution.

Follow Up
Opens a new Activity window where you can enter a follow-up activity. No follow up is available for recurring activities. Note To enter a follow-up activity, you must first add the current activity. End of the note.