# Activities Overview

<table id="bkmrk-titel-verf%C3%BCgbar-widg" style="border-collapse:collapse;width:100%;height:143.391px;"><colgroup><col style="width:26.2217%;"></col><col style="width:12.0532%;"></col><col style="width:61.8443%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Title</td> <td style="height:29.7969px;">Widget</td> <td style="height:29.7969px;">Widget Description</td> </tr> </thead> <tbody> <tr style="height:113.594px;"> <td style="height:113.594px;">Activities</td> <td style="height:113.594px;"><div drawio-diagram="1907"><img src="https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/38a5PoOh8HqTd3Lo-c5nbefvonfi9dfyi-drawing-9-1754033699.png" alt="c5nBefvoNfi9Dfyi-drawing-9-1754033699.png"/></div>

 </td> <td style="height:113.594px;">

1. Number of activities
 

Click:

- Opens the overview page
 

Available:

- Customer details
- Homepage dashboard
 
 </td> </tr> </tbody> </table>

### General


#### Functions in the title bar

<table id="bkmrk-icon-erl%C3%A4uterung-erm" style="border-collapse:collapse;width:100%;height:59.5938px;"><colgroup><col style="width:7.20245%;"></col><col style="width:92.9167%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Icon</td> <td style="height:29.7969px;">Explanation</td> </tr> </thead> <tbody> <tr style="height:29.7969px;"> <td style="height:29.7969px;">+</td> <td style="height:29.7969px;">Creates a new activity (only available when in Customer details)

 </td> </tr> <tr> <td>[![image.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/b1fYCCAugPNrCcvb-qqshq8gv0c9wp4et-image.png)](https://wiki.dedesales.de/uploads/images/gallery/2026-01/QQsHq8Gv0C9wP4et-image.png)

 </td> <td>Starts a workflow

Only visible if the "Workflow" module is licensed and a corresponding workflow exists.

Only available for own telephone activities

 </td> </tr> </tbody> </table>


#### Grid

<table id="bkmrk-click-swipe-ansichte" style="border-collapse:collapse;width:100%;"><colgroup><col style="width:33.3731%;"></col><col style="width:33.3731%;"></col><col style="width:33.3731%;"></col></colgroup> <thead> <tr> <td>Click</td> <td>Swipe</td> <td>Views</td> </tr> </thead> <tbody> <tr> <td>Activity detail page</td> <td>

1. Contact, switches to the contact masterdata
2. Customer (only available if accessed via the start dashboard), switches to the customer masterdata
 
 </td> <td>

1. Table
 
 </td> </tr> </tbody> </table>

##### Column definition

<table id="bkmrk-bezeichnung-sichtbar" style="border-collapse:collapse;width:100%;height:381.953px;"><colgroup><col style="width:28.7247%;"></col><col style="width:14.6603%;"></col><col style="width:11.4422%;"></col><col style="width:7.86651%;"></col><col style="width:37.4255%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Name</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">Sort</td> <td style="height:29.7969px;">Full Text</td> <td style="height:29.7969px;">Explanation</td> </tr> </thead> <tbody> <tr> <td>Colour code</td> <td>Force Visible</td> <td>  
</td> <td>  
</td> <td>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

 </td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Entered on  
</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">DESC</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">dd.mm.yyyy - hh:MM  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Type</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">Yes</td> <td style="height:29.7969px;">Code list: "Type of activity"

Code list: "Appointment / Tour activity types"

If no code list exists, it is prefilled with standard values

 </td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Contact</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:46.5938px;"> <td style="height:46.5938px;">Created by</td> <td style="height:46.5938px;">VisibleOnlyLandscape</td> <td style="height:46.5938px;">  
</td> <td style="height:46.5938px;">  
</td> <td style="height:46.5938px;">Employee</td> </tr> <tr style="height:96.9844px;"> <td style="height:96.9844px;">Text</td> <td style="height:96.9844px;">VisibleOnlyLandscape</td> <td style="height:96.9844px;">  
</td> <td style="height:96.9844px;">  
</td> <td style="height:96.9844px;"><div>An introductory single-line text.</div><div>1. Job title</div><div>2. Subject in Exchange mail</div><div>3. Comment in appointments</div><div>4. Activities in visits</div> </td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Campaign</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Duration (min.)  
</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">Full minutes, rounded up.  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Opportunity</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">Name of the opportunity  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Lead</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">Name of the lead  
</td> </tr> <tr> <td>End time</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>Calculated time from "Entered on" time + Duration</td> </tr> </tbody> </table>

Customer columns (only present if accessed via start dashboard.)

<table id="bkmrk-bezeichnung-sichtbar-1" style="border-collapse:collapse;width:100%;"><colgroup><col style="width:28.7247%;"></col><col style="width:14.6603%;"></col><col style="width:11.4401%;"></col><col style="width:7.86864%;"></col><col style="width:37.4255%;"></col></colgroup> <thead> <tr> <td>Name</td> <td>Visible</td> <td>Sort</td> <td>Full text</td> <td>Explanation</td> </tr> </thead> <tbody> <tr> <td>Colour code</td> <td>Forced</td> <td>  
</td> <td>  
</td> <td>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.

 </td> </tr> <tr> <td>Name 1</td> <td>Visible</td> <td>ASC</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Name 2</td> <td>Hidden</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Name 3</td> <td>Hidden</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Customer</td> <td>Landscape</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Street</td> <td>Landscape</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Postcode</td> <td>Landscape</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>City</td> <td>Visible</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>ABC Status</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Country</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Telephone number</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Fax number</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>E-Mail</td> <td>Hidden</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Sales office</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Group of sales agents</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Price list</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Last visit</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>Automatically determined.</td> </tr> <tr> <td>Visiting frequency</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Due date</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>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 &gt; current calendar week  
Now: Last visit + visiting frequency == current calendar week  
Overdue (1): Last visit + visiting frequency &lt; current calendar week  
Overdue (2): Last visit + (visiting frequency \* 2) &lt;= current calendar week</td> </tr> <tr> <td>Visit duration</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Tour</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Start week</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Client</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Attribute1-16</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Type (customer)</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Currency</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Area</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Customer since</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>State</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Main contact</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Delivery block</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Incoterms</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Incoterms 2</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Terms of payment</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Terms of delivery</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Customer group</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Account group</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Homepage</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Listing</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Send invoice separately</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Delivery note without price</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>ILN</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Invoice discount</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Form of payment</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Customer category</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Price group code</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Association</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Advertising material</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Tax Ident Number</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>VAT ID</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Status</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Order block</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Assigned</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Abbreviation</td> <td>Hidden</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> </tbody> </table>

<details id="bkmrk-faq-wie-steuere-ich-"> <summary>FAQ</summary>

 </details><details id="bkmrk-release-ab-version-1"> <summary>Release</summary>

</details>