The Activities following tab is available in the Contact List; Accounts; Campaigns; Client Service; and Hotlist page. The Activities tab in an open Campaign displays Calendar appointments and Hotlist tasks associated with the entry. If activities are scheduled for Accounts and Client Service cases; the activities are listed with the associated Contact List entries as well.
Activities are displayed in the list based on criteria specified in the various filters including Action Plan activities; date; and user. By default; activities are sorted by date. You can add and modify activities directly in entries.
To open an appointment or task; click on the activity.
To complete an appointment or task; click the checkbox in the Complete column.
To add or delete appointments or tasks; use the icons in the view bar at the top of the list.