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Object documentationActivity: General Tab, Meeting

 

Use this tab to enter general information about a meeting you want to view in the calendar, such as a meeting with a business partner, or a personal meeting.

To view the fields for meetings, choose Start of the navigation path Business Partners Next navigation step Activity, End of the navigation pathand select Meeting 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.

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General Tab, Meeting Fields
Remarks

Shortly, describe the meeting.
Start Time

Specify the date and time for the start of the meeting. By default, the system date and time are displayed.

Note 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.

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End Time

Specify the time for the conclusion of the meeting. By default, the end time is set to fifteen minutes past the start time.

Caution Caution

You cannot set the end time to a time earlier than the start time.

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Duration

Specify the length of time you expect the meeting to take. By default, the duration is set to fifteen minutes. If you change it, the end time is updated accordingly.

Note Note

To specify hours, type the number of hours followed by the letter H.

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Address

Specify the address details of the meeting location.

Note Note

To automatically specify a business partner’s address, select Business Partner Address in the Meeting Location field and select an address ID in the Address ID field. The details of the business partner's default (or first, if no default address is specified) Ship to address are automatically applied.

Manually editing the meeting location address details in the Activity window does not change the business partner's address information.

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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,

    1. Select the first radio button.

    2. 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 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.

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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

Select to display a reminder in the Messages/Alert Overview window prior to the time set for the meeting.

Specify the reminder in minutes or hours. To specify hours, type the number of hours followed by the letter H.

Note Note

The reminder is displayed according to the settings on the Services tab in Start of the navigation path Administration Next navigation step System Initialization Next navigation step General Settings End of the navigation path.

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Note Note

When you assign an activity to an employee, the Reminder checkbox is not available.

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Tentative

Indicates that you are not certain the meeting will occur.
Inactive

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

Closes the activity.

Caution Caution

You cannot reopen or modify a closed activity.

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Follow Up

Opens a new Activity window where you can enter a follow-up activity.

No follow up is available for recurring activities.

Note Note

To enter a follow-up activity, you must first add the current activity.

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More Information

Creating and Updating Activities

General Settings: Services Tab