When you click on the View Record Details icon for a specific record on the Case Activity Search Criteria/Grid page, the Case Activity Detail page opens for that record.

There are many sections on the detail page of the Case Activity view. The following list defines every field in each section:

• In the Main Context section, the Company Number, Activity Key, Case Number, Customer Code, Case Type and Case Stage display as reference information for the detail record you are viewing.

• In the General Info section:
  • Description - enter the short Description of the case activity. You can enter a maximum of 128 alpha numeric characters in this field. This field is mandatory. The Description field is used in conjunction with the Export to Outlook Appointments and/or Tasks options.

  • Activity Type - enter or select from the lookup the Type of activity taking place. The Type is maintained in the CRM Activity Type view. For more information on the CRM Activity Type view, click here. This field is mandatory

  • Priority - indicates the level of urgency of the current case activity. Select from the drop down list the Priority for the activity. There are 4 options to choose from:
    • 0 – Low Importance
    • 1 – Normal Importance
    • 2 – High Importance

    The Priority is used in conjunction with the Export to Outlook Appointments and/or Tasks options.

    • For more information on the Export to Outlook Appointments option, click here.

    • For more information on the Export to Outlook Tasks option, click here.

  • Owner - enter or select from the lookup the Activity Owner responsible for the current activity. This is a mandatory field.
    • Note: Owners must be setup in the User Master view. For more information on setting up Users in the User Master, click here or see your system administrator for further information.

    • The user must have 'Read Only' access to the meta database (set up through the User Master-License view) to access the User Master through the Owner lookup. Note: Even if you do not have access to the query, you can still enter a valid Owner and update the record.

  • E-mail Owner Flag - this field is reserved for future use.

  • Contact - you can enter a Contact or you can use the lookup and select a the Contact from the Contact Master (EC30) for the current activity. This is an optional field that can also be left blank.
    • Note: This field is optional. However, if the Contact is left blank or a Contact is entered that does not exist in Contact Master(EC30), the 'Outlook Info' field displays "N/A" in the Contact position.

  • Location - enter the Location at which the case activity is taking place. You can enter a maximum of 30 characters. The Location field is used in conjunction with the Export to Outlook Tasks option.
    • Note: This field is optional. However, if the Location is left blank and you use the Export to Outlook Tasks option for the current record, the Location field in Outlook Tasks will be blank.

  • Detail - enter the Details of the case activity. You can enter a maximum of 1048 alpha number characters in this field. The Details entered are used in conjunction with the Export to Outlook Appointments and/or Tasks options.
    • Note: This field is optional. However, if the Detail field is blank the 'Outlook Info' field displays "No Details" in the Detail position

• In the Parameters section:
  • Start Date - indicates the Start Date of the case activity. You can enter or select from the calendar icon the Start Date. The Start Date entered in this field is used in conjunction with the Export to Outlook Appointments and/or Tasks options.

  • Start Time - indicates the Start Time of the case activity. You can select the Start Time from the drop down list. The Start Times in the drop list are incremented in 30 minutes intervals and range from 12:00 a.m. to 11:30 p.m. The Start Time entered in this field is used in conjunction with the Export to Outlook Appointments and/or Tasks options.

  • Due Date - indicates the Due Date of the case activity. You can enter or select from the calendar icon the Due Date. The Due Date entered in this field is used in conjunction with the Export to Outlook Appointments and/or Tasks options.

  • Due Time - indicates the Due Time of the case activity. You can select the Due Time from the drop down list. The Due Times in the drop list are incremented in 30 minutes intervals and range from 12:00 a.m. to 11:30 p.m. The Due Time entered in this field is used in conjunction with the Export to Outlook Appointments and/or Tasks options.

  • Completion Date - enter or select from the lookup a Completion Date for the case activity. This field is optional.

  • Percent Complete - indicates the Percent Compete status of the case activity. You can enter a maximum of 100 in this field.

  • Busy Status - select from the drop down list a Busy Status for the activity. There are 4 options available:
    • 0-Free
    • 1-Tentative
    • 2-Busy
    • 3-Out of Office

    The Busy Status is used in conjunction with the Export to Outlook Appointments option.

• Outlook Info - displays the concatenated information from the Customer Code, Contact and Detail fields and is used in conjunction with the Export to Outlook Appointments and/or Tasks fields. This field cannot be edited.

  Note: If a Contact has not been entered OR a Contact is entered that does not exist in the Contact Master(EC30), the Contact information displays as "N/A" as the Contact. If no Details were entered for the record then "No Details" displays in the Details position.