View Scheduled Activity Zoom

Use the Scheduled Activity Zoom to view basic information about an activity and complete or delete the activity.

Use the following procedure to use the Activity Zoom.

NOTE: The Preview Pane can be used in place of the Zoom command on the context menu.

1.

Right-click an activity and select Zoom on the local menu.

2.

At the Scheduled Activity Zoom dialog box, select the following:

○ Activity. Activity type

○ Code. Assigned code

○ Name. Linked contact name

○ Company. Name of the linked company

○ Phone. Phone number

○ Reference. Reference assigned to the activity

○ Alarm. If Yes, the activity has an alarm

○ RSVP. If Yes, an RSVP is required from users

○ Scheduled. Primary user and date for the activity's scheduled time

○ Creation. The creating user and time created

○ Updated. If updated after creation, the updating user and the time of update.

○ Text area. Displays other assigned users, resources, and notes

3.

To scroll through activities, click Previous or Next or click the up and down arrows beside Previous.

4.

Click Complete.

The Complete Activity dialog box opens.

5.

To remove the displayed activity, click Delete.

When confirmed, the activity is deleted without creating a history record.

6.

Click Close.