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Setting Activities Options

Activities, Alarms, and Reminders enable you to keep track of tasks in the Sage SalesLogix Web Client. The Activity/Alarms tab allows you to specify how and when Activities, Alarms, and Reminders display.

To set activity and alarm options

1. On the status bar, click Options.
2. Click the Activity/Alarms tab.
3. From the Default View drop-down list, select the tab name for the type of activities you want to display in the Activity Main view (for example, All Open).
4. In the Default Follow-up Activity drop-down list, select the type of activity to be scheduled as a followup, after you complete an activity.
5. In the Carry Over Notes drop-down list, select Yes if you want to carry over any existing notes.
6. In the Carry Over Attachments drop-down list, select Yes if you want to carry over any existing attachments.
7. In the Alarm Default Lead boxes, enter a number in the box, and select Minute(s), Hour(s), or Day(s) from the drop-down list to determine the length of time the reminder should occur before the activity start time.
8. Click the Display Activity Reminders drop-down arrow and select Yes to display Activity Reminders or No to prevent Activity Reminders from displaying.
9. Click the Display Alarms drop-down arrow and select Yes to display activities with alarms in the Activity Reminders view or No to prevent activities with alarms from displaying.
10. Click the Display Unconfirmed drop-down arrow and select Yes to display activity confirmations in the Activity Reminders view or No to prevent activity confirmations from displaying.
11. Click the Display Past Due drop-down arrow and select Yes to display past due activities in the Activity Reminders view or No to prevent past due activities from displaying.
12. Click Save.

Related Topics

Setting User Options

Activities Overview