Common buttons display on the tabs of the Activity dialog box.
Buttons
| Field | Description |
|---|
| Create Follow-up Activity
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Click this button to schedule a follow-up activity. The details from the current activity are used to create a new activity, which you then modify to create the follow-up activity.
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| Designer
|
Click this button to use Screen Designer to modify the content of the tabs on the Activity dialog box. You can:
- Resize and move existing fields and labels.
- Modify existing field labels and add new ones.
- Determine whether or not fields should be hidden or locked based on role security.
- Determine whether or not fields are required for Customer Relationship Management and Accounting.
- Modify the order of tabs on the screen.
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| OK
|
Click this button to close the Activity dialog box, save your entries, and schedule an activity.
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| Cancel
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Click this button to close the Activity dialog box and not save any modifications or activities that you scheduled.
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| Help
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Click this button to view help for the Activity dialog box.
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