Activities and the Dashboard

Use the Dashboard to create a virtual bulletin board that contains links to all of the Ajera CRM data that you need to access on a regular basis. Dashboard data links are organized into dashparts such as Projects, Contacts, and Activities.

When you configure your dashboard, you can include the Activities dashpart, which displays a list of your scheduled activities. Use the Activities Filter dialog box to specify the activities to display in this dashpart. From the Activities dashpart, you can view activity details, schedule new activities, and delete existing activities.

The Activity Calendar, Activity Manager, Info Center, and Dashboard applications share activity data. This means that when you add, modify, or delete activity information from the Dashboard, your modifications are immediately available in the other three applications.

The only exception is that the Activity Calendar displays only phone calls, meetings, and tasks. To view other types of activities, you must use the Activity Manager, Info Center, or Dashboard.

You cannot use the Dashboard to copy an activity.