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

• Note: Because the primary purpose of the CRM Case Activity - Export to Outlook view is to allow you to Export Tasks and Appointment information for Customers and Prospects to Outlook, you cannot edit any of the fields in the Results grid or on the Details page. If you wish to modify any of the fields for a record, you may do so using the Case Activity view.

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

• In the Main Context section, the Company Number, Activity Key, Case No and Customer Code display as reference information for the detail record you are viewing.

• In the General Info section:
  • Description - displays the short Description of the activity. The Description field is used in conjunction with the Export to Outlook Appointments and/or Tasks options.

  • Activity Type - displays the Type of activity taking place.

  • Priority - displays the level of urgency of the current activity.

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

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

  • Contact - displays the Contact for the current activity. Note: If the Contact is left blank or if a Contact is entered that does not exist in Contact Master (EC30), the 'Outlook Info' field displays "N/A" in the Contact position.

  • Location - displays the Location at which the activity is taking place.

  • Detail - displays the Details of the Activity. Note: If the Detail field is blank, then the 'Outlook Info' field displays "No Details" in the Detail position.

• In the Parameters section:
  • Start Date - displays the Start Date of the activity.

  • Start Time - displays the Start Time of the activity.

  • Due Date - displays the Due Date of the activity.

  • Due Time - displays the Due Time of the activity.

  • Completion Date - displays the date the activity was completed.

  • Percent Complete - displays the Percent Compete status of the activity.

  • Busy Status - displays the Busy Status for the activity.

• In the Outlook Reference section:
  • Default Subject - Outlook - displays the concatenated information entered in the Type and Description fields.

  • Start Date & Time - Outlook - displays the Start Date & Time. This is the concatenated information entered in the Start Date and Start Time fields.

  • Due Date and Time –Outlook - display the Due Date and Time of the activity. This is the concatenated information entered in the Due Date and Due Time fields.

  • Duration - displays the length of time, in minutes, the activity is set to last.

  • Outlook Info - displays the concatenated information from the Customer Code, Contact Name and Detail fields.
    • Note: If a Contact has not been entered OR if the Contact entered does not exist in the Contact Master (EC30), then the Outlook Info field displays "N/A" in the Contact position.

    • Note: If there were no Details entered for the record, then the Outlook Info field displays "No Details" in the Details position.

• In the System section:
  • Creator - displays the user id of the user logged into the system when the record was created.

  • Date/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 Case Activity - Export to Outlook page, click here.