Activity | The type of activity. Default options are: • Call An activity such as a telephone call to the company's contact, or other identified individual. • Event An activity such as a meeting, birthday, or anniversary. • Task An activity such as researching, writing, or e-mailing. Notes: 1. Activity types display on the calendar with certain color indicators. For more information, see Changing the color indicator bar for activity types. 2. If you are also using the Task subsystem of the TMWSuite core applications, activities of the "Task" type created in CRMRight and assigned to a specific user are also viewed and can be edited in the Task windows. Likewise, activities of the "Task" type created and assigned to a specific user in the Task subsystem are also viewed and can be edited from the user's CRMRight calendar. |
Status | The current status of the activity. Default options are: • Complete • Open • Cancelled • On Hold Note: Activity statuses display on the calendar with certain visual indicators. For more information, see Changing the visual indicators for the activity status. |
Priority | The current priority of the activity. Default options are: • High • Normal • Low Note: Activity priorities display on the calendar with certain visual indicators. For more information, see Changing the border colors for the priorities. |
Complete | When you complete an activity, click this check box. The Status field changes to Complete, and the Completed field is set to the current date.  |
Subject | Free-form text that briefly describes the purpose of the activity. |
Description | Free-form text for additional information about the activity. |
Start / End | Two fields for the beginning and expected end of the activity: • Date You can enter the date, or click the calendar icon to select a date. • Time Enter the start date in 24-hour format. Press TAB to have the system automatically calculate an End time of the Start time plus 15 minutes. You can then change the end time as needed. |
Reminder | Select the Reminder check box to activate the feature. The system defaults to alert you 15 minutes before the activity's start date and time, as displayed in the remaining reminder fields.  If you want, change the value and select a different the unit of measure. Unit options are: minutes, hours, and days. |
Completed | When you select the Complete check box, this field automatically displays the current date. You can enter a different date or click the calendar icon to select a date. |
Original Start | Applicable if the activity was rescheduled. This field displays the date the activity was originally scheduled to start. |
Type1-4 | User-definable task types to tag the activity with additional data that can be used for searching or reporting. These are identified in the TaskType1-4 labels in System Administration. |
database table | An unnamed field that applies only if you are using the Company Work table feature. Select Company or CompanyCrmWork as the database table location of the company record.  For more information, see Setting up a Company Work table. |
Company | Company ID. Notes: 1.  View Profile allows you to access the company's profile. 2.  View Scrolls opens the Scroll Companies window. This allows you to perform a quick search of company records when you want to see or update data for a company, but you do not know the ID. |
Name / Address | When you enter an ID in the Company field and press TAB, the system automatically displays the company's name and address as recorded in the Company Profile. |
Contact | If a default contact person was recorded for the company, the system automatically displays his/her name. Note: To see a list of other contacts, click the  Contacts icon to the right of the field. The Contacts window opens. If needed, you can select a different contact for the activity. |
Phone / Ext | If a default contact person was recorded for the company (or you selected a contact in the Contacts window), the system automatically displays the contact's primary phone number/extension. If needed, you can enter a different phone number/extension. The entry is specific to the activity; it does not update the contact's record. Note: To see the fax number or additional phone numbers for the contact, click  Contacts. |
E-mail | If a default contact person was recorded for the company (or you selected a contact in the Contacts window), the system automatically displays the contact's e-mail address. If needed, you can enter a different e-mail address. The entry is specific to the activity; it does not update the contact's record. For information on setting up e-mail, see Sending an e-mail to a contact. |
Activity Note | Free-form notes that you enter whenever some action occurs for the activity. Each time you make an entry and press ENTER, the system moves the note to the bottom of the screen on the Notes tab for historical reference.  Notes: 1. Notes are ordered from newest to oldest. 2. Notes cannot be edited or deleted. 3. If your system is set up to send e-mail using SMTP, the Notes tab also includes the date and time the messages were sent.  4. If you are using Cisco's Click to Call functionality to initiate calls, the Notes tab also includes the date and time any calls were initiated and ended.  |
Assigned To | ID of the CSR assigned to handle this activity. If needed, you can assign a different CSR or any other user in the system. Note: If you are also using the Task subsystem of the TMWSuite core applications, activities of the "Task" type created in CRMRight and assigned to a specific user are also viewed and can be edited in the Task windows. Likewise, activities of the "Task" type created and assigned to a specific user in the Task subsystem are also viewed and can be edited from the user's CRMRight calendar. |
Booking | Booking terminal to which the company is assigned. |
