Schedule an Activity in the Info Center

You can schedule an activity directly from a Client, Contact, Lead, Marketing Campaign, Employee, Opportunity, or Project Info Center record.

To schedule an activity from an Info Center, complete the following steps:

1. Open an Info Center record.
2. Click the Activities tab or, in the Employee Info Center, click the CRM Info tab.
3. On the Activities grid toolbar, click Insert.
4. On the Activity dialog box, complete the following actions:
   1. Complete the fields on the Detail tab.
   2. Use the tabs to add leads, attendees, and contacts. Select the Notify Attendees check box on the Attendees tab and/or Contacts tab to send activity notifications to attendee and/or contacts.
   3. If this is a recurring activity, click the Recurrence tab and specify a frequency and duration.
   4. If you have user-defined tabs, click these tabs to add information to the activity.
   5. Click OK to close the Activity dialog box. Vision inserts the activity details in the Activities grid on the appropriate tab (Activities tab or CRM Info tab).
5. Click Save to save and schedule the activity.