Auto-Updating Resources

Auto-updatingAllows you to quickly complete or delete many activities or resources of resources quickly completes or deletes scheduled resources based on your selection criteria.

1.

In the ResourcesCommonly requested items such as: conference rooms, projectors, demonstration products, company vehicles. Activity ListA list of task or event information displayed in a set of tabs. dialog box select Auto-Update. The Auto-Update Resources dialog box appears.

○ Complete ALL of the ActivitiesA time-specific or event-based action linked to Contacts; for example: calls, appointments, letters, To Do tasks, or events that are assigned to users. currently displayed: Completes the scheduled resources and updates with the specified result and success.

○ Complete selected Activities Only: Completes the scheduled resources selected in the Resource Schedule dialog box based on the specified date range and updates with the specified result and success.

○ Delete ALL of the Activities currently displayed: Deletes the scheduled resources in the Resource Schedule dialog box.

○ Delete selected Activities Only: Deletes the scheduled resources selected in the Resource Schedule dialog box based on the specified date range.

When completing scheduled resources:

a.

Specify a result code and success level for completed resource activities.

b.

Type a result code in the Result text box.

c.

Select Successful or Unsuccessful in the Success drop-down list.

2.

If you selected Complete or Delete selected Activities Only, select Date range and select From and To dates using the F2 graphical calendar.

3.

Click OK.