Viewing activities
NOTE: If you require instructions
on how to access this page, click .
Working with activities in Today's business is generally the same for
each activity type. Clicking the activity type from the summary
page or from the Schedule, Today's business menu displays a list
of scheduled activities of the selected type.
NOTE: Leads and
Referrals can be selected from the summary page and from the Today's business item on the main menu,
however they are viewed differently than the other types of activities.
See the Leads overview topic for
more information about leads. See the Referral
manager topic for more information about referrals. Service
reports are also viewed and managed differently from other types of activities.
For more information, see the Working
with service reports topic.
You may want to view activities scheduled for other
dates besides today. You can specify a date range by typing a start and
end date into the date boxes at the top of the page, or by clicking the
calendar
icons to select dates.
Next to the date setting, you can also choose which
user's activities to view using the Assigned
to drop-down list box.
Click Start search
to update the view.
-
When viewing Emails you will see two additional option buttons:
- Show emails
waiting to be sent - Click to display scheduled emails that
have not yet occurred.
- Show emails
that have already been sent - Click to display emails that
were already sent and were scheduled with the Send
this email automatically option
checked.
For viewing convenience you
can choose how to sort the activities. Click the heading name you want to sort by, and
an arrow will appear next to the name. Click again to reverse the sorting
direction. A pair of circling arrows 
next to an activity indicates a repeating
activity.
Highlight the activities from the list and use the action menu
items to work with the selected items. Click the Select
all/Unselect all links to highlight or clear the entire list.
Click Close.
Action menu items:
Create new* (not
available for Listing or Closing to-dos)
View or edit
Send* (for email only)
Print* (for letters, postcards,
envelopes, and labels)
View or edit contact
Mark done
View report
View listing* (for listing
to-dos only)
View closing*
(for closing to-dos only)
Delete