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