You can change the grid's configuration in many ways, e.g., move columns, delete columns, sort data, etc. For example, you may want to create a specific configuration for active calls for the current day, which would provide you with a "to do" list. Grid configurations can be saved and assigned to individual users or user groups.

For procedures on changing the data grid display, see Using data grids, which includes:

Scroll to, and then double-click on an activity to open its Activity Details window.

Ordinarily, when you want to make a change to or update the information for an activity, you would open the Activity Details window. You can also make modifications directly in the grid. Although you can change the contents of any of the columns, here are some highlights:

Select the check box in the C column.

In the Status column, select the appropriate status.

In the Assigned User column, enter another User ID.

You can add a note to an activity directly from an activities grid.

1. Select the activity in the grid.

2. In the lower portion of the window, enter the text for the note.

1. You can paste text from another source, such as an e-mail message.

2. To add a hard (or carriage) return in the text, press CTRL+ENTER.

3. Press ENTER.
The note moves to the grid.

You can quickly delete an activity from the Activity grid or the company's Activities grid by clicking on it, and then pressing DELETE.

From the company's Activities grid, you can press DELETE or click Delete Activity with Subject xxx.

A confirmation message is displayed.

To delete the activity from your calendar, select Yes. If you decide not to delete the activity after all, click No instead.