Maintain Activity

This activity allows the user to maintain the existing User activity details and create new user activities.

Select the “Maintain Activity” link under the “Lead Management” business component.

The “Maintain Activity” page appears.

Enter the following details in the “Activity “ group box:

Activity Type	Use the drop-down list box to select the type of activity (Alphanumeric, 40). Mandatory. The system retrieves the values as defined in the “Category Master” business component.
Status	Use the drop-down list box to select the status of the activity (Alphanumeric, 20). Mandatory. It can be “Planned”, “Completed” or “Cancelled”. The system displays “Planned” by default on the launch of the page.
Date	The date on which the activity is planned (Date Format). Mandatory. The date should not be earlier than the system date.
Start Time	The time at which the activity is planned (Time Format). Mandatory. The system ensures that this filed is not left blank.
Duration (h)	The duration of the activity (Integer). Mandatory.
Sales Person Code	The code identifying the sales person (Alphanumeric, 6) Mandatory.
	Press <Enter> key.
	The system ensures that this field is not left blank and checks for the validity of the entered code, else, the system throws an error message.
	Help facility available.

The system displays the following details:

Name	The last name corresponding to the sales person code entered (Alphanumeric, 6).

Enter the following details:

Success %	Use the drop-down list box to select the success percentage (Alphanumeric, 40). The system populates the list box with the values that are defined under the category type LM success of the “Category Master” business component.
Opportunity ID	The code identifying the opportunity (Alphanumeric, 18).
	Press <Enter> key.
	The system checks for the validity of the entered code, else, the system throws an error message.
	Help facility available.

The system displays the following:

Opportunity Desc.

A textual description of the opportunity.

Enter the following details:

Subject	The subject to be discussed during the activity (Alphanumeric, 1000).
Location	The location at which the activity is to be held (Alphanumeric, 30).
Comments	Comments, if any (Alphanumeric, 1000).
	Zoom facility available.

Enter the following details in the “Customer Contacts” multiline:

Contact ID	The code identifying the contact (Alphanumeric, 18).
	Press <Enter> key.
	The system ensures that this field is not left blank and checks for the validity of the entered code, else, the system throws an error message. The system retrieves and displays the corresponding customer code, name and the address id of the specified contact id.
	Help facility available.
Customer Code	The code identifying the customer (Alphanumeric, 18).
	Press <Enter> key.
	The system ensures that this field is not left blank and checks for the validity of the entered code, else, the system throws an error message. The system retrieves and displays the corresponding customer name and the address id of the specified customer code.
	Help facility available.

The system displays the following details in the “Customer Contacts” multiline:

Customer Name	The Last name identifying the customer (Alphanumeric, 40).
Contact Name	The Last name identifying the contact (Alphanumeric, 40).
Department	The code identifying the department of the contact (Alphanumeric, 40).
Phone	The phone number of the customer (Alphanumeric, 18).
Mobile	The mobile number of the customer (Alphanumeric, 20).
E-Mail	The E-mail address of the customer (Alphanumeric, 60).
Address ID	The code identifying the address id of the customer (Alphanumeric, 12).

Enter the following details in the “Activity Response/Observation” groupbox:

Response	The description pertaining to the response towards the activity (Alphanumeric, 1000).
	Zoom facility available.

Click the “Save” pushbutton to save the customer contacts and the activity details.

The system calculates and stores the end date and end time by adding the duration to the start date and start time. If the all day event is checked then the duration is calculated in multiples of 24 hrs.

The system saves the reminder time as “0” if the alarm flag is checked and the reminder time is not entered. If the alarm flag is not checked and the reminder time is entered, the reminder time is not saved.

The system ensures that the employee code of the sales person is same as the employee code that is mapped to the login user, else, the system throws an error message.

To proceed, carry out the following

Select the “Edit Customer Contacts” link at the bottom of the page to modify the customer contact details.