Activity Details Screen

The "Activity Details" screen is divided into the following sections:

Event/Task Information

This section includes a description of the event or task you are viewing.

Clicking the [Edit] button will take you to the Edit Activity Screen.

Parties

These are the individuals involved in the activity, including their role, status, and availability. There is no limit to how many parties can be added to the list, however only the user who is the calendar owner can add additional parties to the list.

Adding and removing an internal user (for example, a sales representative) from an activity will trigger an email to be sent to the person it was assigned to.

Bookmarks and Files

This section lists any previously bookmarked URLs or uploaded files (documents, images, etc.) relevant to the activity. Clicking the [Bookmark URL] button will prompt you with fields to enter the web address and a description of the URL or its relevancy. Clicking the [Upload File] button will prompt you with a field to enter the file name or browse your computer to find and select the file, and a field for a description of the file.

Clicking on the web address for a bookmarked URL will open the page a new window. Clicking on the name of an uploaded file will open the file. Uploading a file will store it in your file system and associate it with this activity. Clicking the [Remove] button will remove its association with this activity but will not remove it from your file system.