NOTE: If you require instructions on how to access this page, click here.
The Today's business summary
page displays all scheduled activity types, and the number of each activity
you have scheduled for today. Activities that are overdue but have not
yet reached their drop off date are also displayed. See the Scheduling
activities topic for more information about drop off.
Click the desired activity type to view a detailed list
of those activities. For example clicking Calls
will display all scheduled calls within the specified date range. See
the Viewing activities topic for
more information on viewing activities.
You can choose which user's activities to view by using
the Assigned to drop-down list box.
You may want to view activities scheduled for other
dates besides today. You can specify a date range by typing dates into
the date boxes at the top of the page, or by clicking the calendar icons
to select dates.
Click Start search to update the view.
Important: Scheduled appointments or timed calls that are not linked to a contact record will be deleted from your database after one year. If you don't want them deleted, make sure that you link them to the associated contact record when you schedule them. Doing this allows you keep a permanent database record of appointments and calls.