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Communication Fields

The table below explains the fields on the Regarding panel.

Field	Description
Company	The company you are communicating with. If linked, you can jump to the summary screen of the related company by clicking on the Company icon or double clicking on the text in this field.
Person	The person you are communicating with. If linked, you can jump to the summary screen of the related person by clicking on the Person icon or double clicking on the text in this field.
About	The opportunity or case that the communication relates to. If linked, you can jump to the summary screen of the related opportunity or case by clicking on the Opportunity or Case icon or double clicking on the text in this field.

The table below explains the fields on the Details panel.

Field	Description
Action	The type of task, for example, Phone Out or E-mail In.
Subject	Subject of the appointment or task.
Location	Appointments only. Location of the appointment. Type in the location, or leave blank. If a Resource type user is added to the appointment, for example, London Meeting Room, then this resource is automatically added to the Location field. If you have already typed some text into this field, the resource user gets added on to the end after a semi-colon.
Details	A summary of the task.
Status	Status of the communication. For example, Planned, Complete, or Cancelled.
Priority	Priority of the task. For example, High, Medium, or Low.
Territory	Security territory of the communication. Please refer to Territory Management for more information.
Private	This check box can be selected if the task should only be viewed by the assigned user.
Created By	This field is displayed once the appointment or task is saved. It shows the user who created the appointment or task.
Created Date	This field is displayed once the appointment or task is saved. It shows the date the appointment or task was created.
Percent Complete	This field records the amount of the task that is completed in percentage terms. For tasks managed exclusively in CRM it displays either 100% when the task is set to Complete, or 0% if the task set to Cancelled. For tasks synchronized from Outlook, the percentage value from Outlook is displayed (any value from 0% to 100%).
Completed Time	This field will record the time and date at which a task or appointment was completed. These rules for Completed Time apply when inserting or updating a communication (task or appointment): If the status is not complete then the completed time will be set to blank. If the status is complete then the completed time must be filled in. If it is not filled in (or set to blank) by the user then it is set to current time, otherwise it is set to what the user entered.
Organizer	If Exchange Integration is enabled, this field is only displayed for appointments. It is editable when creating an appointment in CRM. It defaults to the user creating the appointment, but can be changed. It is a mandatory field. If Exchange Integration is not enabled, this field is read-only, and is displayed once the appointment or task is saved. It shows name of the person organizing the appointment or task. If the appointment or task is created in CRM, the field displays the same name as the Created By field. If the appointment is created in Classic Outlook Integration, and then synchronized with CRM, this field shows the name of the meeting organizer. If the Classic Outlook meeting organizer is not a CRM user, then their e-mail address is displayed in the Organizer field.

The table below explains the fields on the Scheduling panel.

Field	Description
Due Date/Time	Date the task must be completed by. This is the Date/Time that appears in all CRM Communications lists and determines where the task appears in the Tasks panel of your Calendar View. When you add the Due Date/Time, the Onscreen Reminder field is enabled, and the Reminder Date/Time set to the same time as the Due Date/Time.
User	The person who is responsible for executing the task. If your CRM system has less than ten users, this field is displayed as a single list. You can select, or multi-select using the mouse and holding the CTRL key. With more than ten users, a search is built in to help you find the users. In the Search For field, type the first letter, or a few letters of the first or last name, for example, w. The first user, whose first name begins with the letter "w", is highlighted in the list of matching users. This list also displays all users containing the letter "w". Highlight one user, or multiple users by holding down the CTRL key, and click on the Add button to assign them to the task or meeting. If there are 10 users or less in the system, all of the users will be listed in the User section. Select the required users from the list provided to assign them to the task or meeting. Note: When you add more than one user to a task, you are creating multiple tasks.
Start Date/Time	Date/Time the task is "active" from. Used in MS Outlook if you are filtering tasks by the active date and time.
Onscreen Reminder	This field is implementation dependent and may have been switched off by your System Administrator. Check this box to get an on-screen reminder for the task.
Reminder Date/Time	Date/Time of the reminder. Defaults to the Due Date/Time.
Send Reminder Message	If the Onscreen Reminder field is enabled, you can select this check box to receive the reminder in different formats depending on the priority of the communication. The different formats and priorities are set up within the Preferences tab. Please refer to Preferences for more information.
Team	The Team the task is assigned to.

If the new communication is an appointment, the scheduling panel includes the additional fields described below.

Field	Description
Date / Time	Start date and time of the appointment. Defaults to the current Date/Time.
End Time	End date and time of the communication. Defaults to half an hour after the Date/Time.
All Day Event	Select to show the appointment is an all day event. Once selected, the Date / Time is set to 00:00 and is read-only. The End Time date is set to the same day, and the End Time is set to 11:59 pm (23:59) - both read-only. When viewed in the Calendar, an all day event appointment is prefixed with "All Day Event".
Reminder	Select the length of time from the list. This is the length of time prior to the meeting taking place that you receive a reminder.
Recurrence	Select this button if you want to set the current appointment up as part of a recurring pattern of appointments. For example, every Monday at 10.00 AM to meet with the Professional Services team.

The Meeting Planner panel is displayed on all Appointments (communications where the Action field is set to Meeting). The Meeting Planner panel is not displayed for Recurring Appointments or Tasks.

The table below explains the fields on the Follow-up panel.

Field	Description
Create Follow-up Task	The check box can be checked to generate a new task based on the current information, immediately after saving the current task.
Create Follow-up Appointment	The check box can be checked to generate a new meeting based on the current information, immediately after saving the current task. The Create Follow-up Task and Appointment check boxes cannot be checked at the same time
Create Follow-up Opportunity	The check box can be checked to generate a new opportunity based on the current information. Note that it is only displayed when editing existing communications.
Send SMS Message Immediately	If SMS messaging is enabled by your System Administrator, selecting this option immediately notifies the user(s) assigned to the task or meeting.

Selecting the Show Campaigns button displays a new panel called Campaigns.

The table below explains the fields on the Campaigns panel.

Field	Description
Wave Activity	Click on the magnifying glass to search for a Campaign Wave Activity to link the communication to. Once you have selected the Wave Activity a further field, called Response Type, is displayed. If the communication was scheduled within the context of a Wave Activity, for example, to register a mail shot going out, the Wave Activity is read-only.
Response Type	List of Response Types related to the Wave Activity.

Communications generated within the context of a campaign are automatically linked to a wave activity. When edited, the Campaigns panel is immediately displayed.

For more information, please refer to Campaign Management.

The table below shows the standard Action type icons .