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

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

• In the Main Context section, the Company Number, Activity Key and Lead Key display as reference information for the detail record you are viewing.

• In the General Info section:
  • Description - enter the short Description of the lead 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.

  • Type - enter or select from the lookup the Type of lead 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 activity. Select from the drop down list the Priority for the lead 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.

  • Stage - enter or select from the query the Stage of the current lead activity. The Stage indicates the phase the activity is in. The Stage is associated with the Type selected; when Stages are set up, they are each linked to a Type. This is a mandatory field.
    • Note: You cannot enter/select a Stage that is not associated with a Type.

    • The Stages are created in the CRM Activity Stage view. For more information about Stages, click here.

    Note: If you select a Stage that is flagged as Complete, there are a number of other fields/options that are impacted:

    • The Completion Time and Date is automatically set.

    • The Percent Compete field is set to 100.

    • If the record is exported to Outlook (Tasks), the Task is removed from the Task List (because it is complete).

  • Owner - displays the user ID associated with the lead activity Owner.
    • 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.

  • Location - enter the Location at which the lead 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 lead 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 lead 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 lead 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 lead 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 lead 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 and Time - this field is automatically updated when the Stage field for this record is set to a Stage that has the Complete flag selected. You cannot manually update or edit this field. For more information on the CRM Activity Stage click here.
    • Note: If you change the Stage field back to a Stage that is not flagged as Complete in the CRM Activity Stage view, this field will be cleared.

  • Percent Complete - indicates the Percent Compete status of the lead activity. You can enter a maximum of 100 in this field. This field is used with the Export to Outlook Tasks option. Note: If the Stage field for this record is set to a Stage that has the Complete flag selected, then the Percent Complete defaults to 100.

  • Busy Status - select from the drop down list a Busy Status for the lead activity. There are 3 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.

• In the Outlook Reference section:
  • Default Subject - Outlook - displays the concatenated information entered in the Type and Description fields. The information is prefixed with the phrase ‘<CRM>’ to differentiate Appointments and Tasks that are exported to Outlook through PointForce iTopia from all others. The Default Subject-Outlook field is used in conjunction with the Export to Outlook Appointments and/or Tasks options. This field cannot be edited.

  • Start Date & Time - Outlook - the Start Date & Time displays the concatenated information entered in the Start Date and Start Time fields and is used in conjunction with the Export to Outlook Appointments and/or Tasks options. This field cannot be edited.

  • Due Date & Time - Outlook - displays the concatenated information entered in the Due Date and Due Time fields and is used in conjunction with the Export to Outlook Appointments and/or Tasks options. This field cannot be edited.

  • Duration - displays the length of time, in minutes, the activity is set to last. This field is calculated based on the information entered in the Start Date/Start Time and Due Date/Due Time fields. This field cannot be edited.

  • Outlook Info - displays the concatenated information from the Lead Name 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 no Details were entered for the record then "No Details" displays in the Details position.

• In the System section, the fields are available for information purposes only and cannot be edited:
  • Creator - displays the user id of the user logged into the system when the record was created.

  • Time Created - displays the date and time at which the record was created.

  • Modifier - displays the user id of the user logged into the system when this record was last updated.

  • Last Change - displays the date and time at which the record was last updated.

For information on the functionality of each button on the Lead Activity Details page, click here.