Activity Manager

The Activity Manager can be used to track and manage activities in Order Management that might require follow-up action. An activity is a note made on an object in Order Management. A common use of activities is to track tasks with user-defined details and follow-up dates. You can define your own custom codes to represent activities and their results. The Activities Manager dashboard contains an Activity Summary section. See Activity Queue.

To access the Activity Manager, in Order Management Administration: click Customers > Activity Manager. The Activity Manager dashboard page appears. From here you can do the following:

Activities Dashboard

The following table describes the components of the Activities dashboard:

Fields and buttons Description
Activities search fields and Search button Includes the following controls for searching for activities or narrowing the shown list of activities. To narrow the list, set the controls and click Search.
  • Code: A drop-down list to search by activity code such as Call Customer, Customer Request or Send Email. This is configured in the Pick Lists General Preferences.
  • Result Code: A drop-down list to search by result code.
  • A drop-down list to search by date or follow-up date.
  • A drop-down list to search by assigned, creator or updater.
  • Quick Search: A drop-down list to search by needs follow-up or closed status.
Activities Summary section Shows the number of activities requiring follow-up action.
[view] link Shows the full list of search results of activity records.
New Activity link Shows the New Activity page so you can add an activity.

Activities Search Results

When viewing a list of activities the following fields are included. Note that any column heading that is underlined can be used to sort the results.

Fields and buttons Description
Activity Date link Date that the activity was created. When you click the date link, the Activity Detail page appears with General Information section and Linked Records section. If you click Edit, the Edit Activity page appears where you can edit the fields.
Code The type of activity code such as Call Customer, Customer Request or Send Email.
Result The identified result of the activity.
Subject The title line of the activity.
Notes Any details regarding the activity.
Follow Up The date designated for follow-up action.
Select All button Selects all the activity records.
Clear Selection button Clears all selected activity records.

Activities Details Page

The Activities Details page includes the following sections and buttons.

Sections and buttons Description
General Information Shows the following information about the activity:
  • User: Name of the user.
  • Date: When activity was created.
  • Activity: Description of the activity.
  • Result: Code selected to reflect the resolution of the activity.
  • Subject: Title of the activity.
  • Notes: Any details regarding the activity.
  • Private: Any private notes that won't be shared with the customer.
Linked Records Displays any linked records.
Edit () button Shows the Activity Detail page so you can make any changes to the fields in the General Information section.

Add Activity Page

The Activities Details page includes the following sections and buttons.

Sections and buttons Description
User drop-down A drop-down list of Order Management users. Users are configured in Security Manager.
Code drop-down A drop-down list of activity codes.
Result Code drop-down A drop-down list of result codes.
Date ( ) Select the date to initiate/create the activity.
Subject Enter a title for the activity.
Notes Enter any details regarding the activity.
Private Enter any private notes that won't be shared with the customer.
Activity Closed checkbox Select the checkbox to close the activity. "(Closed)' is shown on the Subject line.
Update button Update the system with the information.
Cancel button Discards the information and returns to the Activity results listing.