Activities Overview Report Window

This window displays the Activities Overview Report according to your defined selection criteria.

Note Note

By default, only some columns are displayed. To display additional columns, choose (Form Settings).

End of the note.

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.

Display Only Open Activities
Hides activities that are closed.

Handled by
User or employee to whom the activity is assigned.

Activity
Main type of the activity.

Type
Sub-type of the activity. Example Technical or Service can provide information about the type of meeting, phone call and so on. End of the example.

Contact Person
Name of the business partner contact person specified for the activity.

Remarks
Text entered in the Remarks field in the Activity window.

Personal
Yes if Personal is selected in the Activity window.

Tentative
Yes if Tentative is selected in the Activity window.

Reminder
Yes if Reminder is selected in the Activity window.

Reminder Period
Time period for sending a reminder, as defined in the Activity window.

Sales Employee
Default sales employee of the business partner.

Closed
Yes if Closed is selected in the Activity window.

Telephone
Phone number entered in the Activity window.

Room, Street, City, Country, State
Address details entered for a Meeting type of activity.

Content
Text entered on the Content tab of the activity.

[Document Icon]
indicates that a document is linked to the activity. Double-click the icon to open the linked document.

[Attachment Icon]
indicates that a file is attached to the activity. Double-click the icon to open the attached file.

Source Type
Sales Opportunity - If the activity was created from within a sales opportunity. Service Call – If the activity was created from within a service call.

Source Number
Sales opportunity or service call number from which the activity was created.

System Date, System Time
Date and time when the activity was added.