Performance Description Activities Activities Overview Title Widget Widget Description Activities Number of activities Click: Opens the overview page Available: Customer details Homepage dashboard General Functions in the title bar Icon Explanation + Creates a new activity (only available when in Customer details) Starts a workflow Only visible if the "Workflow" module is licensed and a corresponding workflow exists. Only available for own telephone activities Grid Click Swipe Views Activity detail page Contact, switches to the contact masterdata Customer (only available if accessed via the start dashboard), switches to the customer masterdata Table Column definition Name Visible Sort Full Text Explanation Colour code Force Visible Only visible when switching to Activities via a Lead or an Opportunity. Green: Activity belongs to the Lead / Opportunity No colour: Activity belongs to the Customer Entered on Visible DESC dd.mm.yyyy - hh:MM Type Visible Yes Code list: "Type of activity" Code list: "Appointment / Tour activity types" If no code list exists, it is prefilled with standard values Contact Visible Created by VisibleOnlyLandscape Employee Text VisibleOnlyLandscape An introductory single-line text. 1. Job title 2. Subject in Exchange mail 3. Comment in appointments 4. Activities in visits Campaign Hidden Duration (min.) Hidden Full minutes, rounded up. Opportunity Hidden Name of the opportunity Lead Hidden Name of the lead End time Hidden Calculated time from "Entered on" time + Duration Customer columns (only present if accessed via start dashboard.) Name Visible Sort Full text Explanation Colour code Forced Purple: Key account Blue: Prospect, transfer customer, new customer Red: Delivery block Orange: Not assigned   Purple has the highest priority Blue is before "Not assigned" and before delivery block. That means a not assigned prospect with delivery block is shown in blue. A "Not assigned" customer with delivery block is shown in orange. Name 1 Visible ASC Yes Name 2 Hidden Yes Name 3 Hidden Yes Customer Landscape Yes Street Landscape Yes Postcode Landscape Yes City Visible Yes ABC Status Hidden Country Hidden Telephone number Hidden Fax number Hidden E-Mail Hidden Yes Sales office Hidden Group of sales agents Hidden Price list Hidden Last visit Hidden Automatically determined. Visiting frequency Hidden Due date Hidden The text for this column is determined as follows: No invoice discount: no visiting frequency present in the customer master data No visit: no last visit present Not due: Last visit + visiting frequency > current calendar week Now: Last visit + visiting frequency == current calendar week Overdue (1): Last visit + visiting frequency < current calendar week Overdue (2): Last visit + (visiting frequency * 2) <= current calendar week Visit duration Hidden Tour Hidden Start week Hidden Client Hidden Attribute1-16 Hidden Type (customer) Hidden Currency Hidden Area Hidden Customer since Hidden State Hidden Main contact Hidden Delivery block Hidden Incoterms Hidden Incoterms 2 Hidden Terms of payment Hidden Terms of delivery Hidden Customer group Hidden Account group Hidden Homepage Hidden Listing Hidden Send invoice separately Hidden Delivery note without price Hidden ILN Hidden Invoice discount Hidden Form of payment Hidden Customer category Hidden Price group code Hidden Association Hidden Advertising material Hidden Tax Ident Number Hidden VAT ID Hidden Status Hidden Order block Hidden Assigned Hidden Abbreviation Hidden Yes FAQ   Release   Activity Detail Page Detail Page Attention! If the matching record for the activity is available, the corresponding record is displayed instead of the Activity Detail Page, partly in In progress mode. Type of activity View General Information Visited Customer Visit mask In In progress mode Order created ORDER In In progress mode Complaint created Return In In progress mode Stocktaking created Activities Read only Job done Job Read only Appointment Appointment mask General Information if the appointment was rescheduled or deleted: "The assigned appointment is no longer available." In Read only mode, you can switch to In progress mode with the pencil Telephone call made  Activity Code list: Type of activity In Read only mode, you can switch to In progress mode with the pencil. The entries can also be translated via the Language. ExchangeEmail  Read only Sales opportunity edited Read only EmailMarketing_SendInBlue  Code list: Type of activity BV Read only Title: Header (if the record is not available on the device) 1. Switches to In progress mode if you are the Created by Widgets Attachments Master data Displays top-down the data linked to this activity, except what is already shown in the header. A continuous text is always displayed at the end (e.g. for e-mails, tasks, visits, etc.) FAQ   Release   Edit / New Entry Create activity Available: Customer details page Opportunities  Leads  Create activity + Available: 1. Activities overview in the customer Title: edit "Type" or "Create activity" When creating, the first type is preselected. Attachments widget available Field Reference Entered on Date and Time Type Code list: Type of activity Contact Contacts of the customer to which the activity should be linked Text  Multiline Campaign Only valid Campaigns are listed. If none are available, the entry is Hidden Direction outbound | inbound Determined By Contact | Us The contact has been reached KPI Activities Reached/Not Reached Ratio The Value shows the current Day The chart shows the last 30 Days, but only the Days on which there is at least one corresponding Activity.