Working with Activities from the Dashboard

To open the Dashboard: From the main menu, click Home.

All the appointments, calls and to-do activities for the day are displayed in the Today's Activities section in the Dashboard. You can manage your activities and view your partner/team/assistant activities (if applicable).

Additionally you can quickly add activities from the Dashboard. For more information, see "Adding Contacts and Activities from the Dashboard".

To work with Today's Activities

  1. From the Show drop-down list, select whose activities you want to view.

  2. If many activities are listed, click Expand to view more activities. Click Collapse to return to the previous view.

  3. Click Show outstanding items to view a complete list of activities, regardless of date, from Today's business.

  4. To view activities for another day, click the appropriate date from the calendar on the right. Bolded dates indicate there are activities scheduled for that day.

    5. A dialog box opens, displaying the appointments and calls for the selected date.

  5. Contacts associated with the activity are displayed in the Contact column. Click the contact's name to display their details below in the Contacts section.

  6. Click the View/Edit icon adjacent to an activity to modify it. For more information, see "Viewing or editing activities".

  7. Click the Mark done icon adjacent to an activity to mark it done. More Info:

    When the Mark done dialog box opens, click Yes.

    Once marked done, the activity will be removed from Today's Activities and added to the associated contact's history. The activity will no longer appear in Today's business reminding you to perform it.

  8. Click the Delete icon adjacent to an activity to delete it. When the Delete activity dialog box opens, click Yes.

    9. The activity is removed from Today's Activities.