Okno Výkazu Přehled činností

V tomto okně se zobrazí Výkaz Přehled činností podle vámi stanovených kritérií výběru.

Pokyn Pokyn

Standardně se zobrazí pouze některé sloupce. Pro zobrazení dalších sloupců zvolte (Nastavení formuláře).

Konec pokynu.

Pokyn Pokyn

Pole těchto tématických dokladů a jiných prvků v tomto okně, která nejsou evidentní nebo vyžadují dodatečné informace.

Konec pokynu.

Display Only Open Activities
Hides activities that are closed.

Odpovědná osoba
Uživatel nebo zaměstnanec, kterému byla přiřazena činnost.

Activity
Main type of the activity.

Type
Sub-type of the activity. Příklad Technical or Service can provide information about the type of meeting, phone call and so on. Konec příkladu.

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.

Uzavřeno
Ano, když je v okně Činnost vybrána volba Uzavřeno.

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.