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

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

There are many sections on the detail page of the Lead Activity-Export to Outlook 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 - displays the short Description of the lead activity. The Description field is used in conjunction with the Export to Outlook Appointments and/or Tasks options.

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

  • Priority - displays the level of urgency of the current activity. The Priority is used in conjunction with the Export to Outlook Appointments and/or Tasks options.

  • Stage - displays the Stage of the current lead activity. The Stage indicates the phase the activity is in.

  • 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 - displays the Location at which the lead activity is taking place. The Location field is used in conjunction with the Export to Outlook Tasks option.

  • Detail - displays the Details of the lead activity. The Details entered are used in conjunction with the Export to Outlook Appointments and/or Tasks options. Note: If the Detail field is blank, the 'Outlook Info' field displays "No Details" in the Detail position.

• In the Parameters section:
  • Start Date - displays the Start Date of the lead activity. The Start Date displayed in this field is used in conjunction with the Export to Outlook Appointments and/or Tasks options.

  • Start Time displays the Start Time of the lead activity. The Start Time displayed in this field is used in conjunction with the Export to Outlook Appointments and/or Tasks options.

  • Due Date - displays the Due Date of the lead activity. The Due Date displayed in this field is used in conjunction with the Export to Outlook Appointments and/or Tasks options.

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

  • Percent Complete - indicates the Percent Compete status of the lead activity. 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 - displays the Busy Status for the lead activity.

• 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.

  • 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.

  • 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.

  • 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.

  • 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. 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.

  • 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.

There are also several Related resources listed at the bottom of the Details page. Access to these related links is dependent on your permissions to the specified view.

• Lead Notes
• Lead Activity
• Lead Areas of Interest
• Lead Campaign
• Lead Trade Show
• Lead Activity Notes

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