Use this tab to enter general information about a phone call.
To view the fields for phone calls, choose
and select Phone Call as the activity.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. |
Shortly, describe the phone call. |
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. |
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. |
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. |
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. |
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.
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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.
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. |
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:
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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 .End of the note. Note When you assign an activity to an employee, the Reminder checkbox is not available. End of the note. |
Inactivates the activity and removes it from your calendar. You can still update and reactivate it. |
Closes the activity. Caution You cannot reopen or modify a closed activity. End of the caution. |
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. |