Account Activity-Export to Outlook (CRMACTIVITY.EXPORT)

 
The Account Activity - Export to Outlook is a view created by Tecsys that includes only the fields required to execute the Export to Outlook Appointments and Tasks functions on the Search Results Grid page. The Details page includes all of the fields that are on the Account Activity Details page.

• Note: Because the primary purpose of the Account 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 Account Activity view.

The following fields are available on the Account Activity - Export to Outlook view and are based on the order in which they appear in the grid on the search page:

Note: The Company, Type, Activity Type Icon, Activity Stage Description, Duration, Completion Date & Time, and Activity Owner fields are not required fields for Outlook, but it are included for information purposes.

• Company - every record in the PointForce iTopia SQL database includes the Company Number. When reviewing the results from your search, the Company Number will display for all Account Activity records.

• Customer Code - displays the Customer Code assigned to the activity.

• Customer Name - displays the Customer/Prospect Name assigned to the Customer Code.

• Type - displays the Type of activity that is taking place

• Activity Type Icon - displays the icon that is associated withe the Acitivity Type.

• Activity Stage Description - displays the description of the Activity Stage.

• Busy Status - displays the Busy Status assigned to the account activity.

• Due Date and Time – Outlook - displays the Due Date and Time for the activity.

• Location - displays the Location at which the current activity is to take place.

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

• Description - displays a short description of the activity.

• Detail - displays the a portion of the Detail entered for the activity. Note: To view the full details of the activity you must open the Details page for the record.

• Completion Date and Time - displays the Completion Date and Time of the activity.

• Percent Complete - displays how complete the activity is in percent format.

• 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.
  • 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.

• Activity Owner - displays the user ID associated with the Activity Owner.

• Start Date & Time – Outlook - displays the date and time that the activity is set to begin.

• Contact Name - displays the Contact name associated with the activity.

• 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.

• Priority - indicates the level of urgency for the current activity.

For information on the functionality of each button on the Account Activity - Export to Outlook Search Criteria Results/Grid page, click here.