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Activities
The Activity panel reports on all Contact Activities in the ACT! database. The Activity Preferences filter allows the activities to be filtered by:
- Start and End date. These dates can be absolute (i.e. 1/1/2009) or relative (by using the keywords in the drop down.) Relative dates can also be customized, as described in Custom Relative Dates.
- Open, Cleared or Both Status.
- The Regarding field of the activity. Show only activities where the words in the box are in the Regarding field. Separate each word with a semicolon for more than one.
- Activity Type: Custom Activities are automatically added to this list.
- Priority.
The Activity Panel will show the fields for each: (See List View for how to add these fields)
- Activity
- Contact of the Activity
- Company of the related Contact
From the Activity List View, right clicking an item allows the following functions:
- Reschedule Activity: Change the date of the activity to an absolute date, or by a relative amount
- Update Fields: Allows a Replace, Add To, or Remove From text from selected fields.
- Clear Activity
- Delete Activity
- Go To Contact: Go directly to the Contact Detail view of the select activity
- Go To Company: Go directly to the Company Detail view of the selected activity
The right click feature can be applied to multiple selected items.
See also
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