Activity Reminders

• Do one of the following:
• From the Schedule menu, click Activity Reminder.
• In the Menu Bar, click Reminders.

• Select the Display All Past Due check box.

The Display All Past Due check box is selected by default when you first log on. If you clear the check box, it remains cleared the next time you log on.

1. In the grid, click the activity that you want to display in the detail pane.

Make sure you do not click any of the blue "link" text as these links will open another view, such as the activity, contact, lead or account detail view.

2. Do any of the following:

• View activity detail information
• Click Complete to complete the activity
• Click Reschedule to reschedule the activity

• To hide the Details pane, click Hide Detail.
• To show the Details pane, click Show Detail.

• Do one of the following:
• In the Activity Reminders list, click the Activity Type column link.
• In the Activity Reminders detail pane, click the Regarding column link.

1. Select the check box for each activity you want to complete.

To select all records in the list, click the Select All check box at the top of the column. To clear all check boxes, clear the Select All check box at the top of the column.

2. Click the Complete Selected Activities button in the top part of the view.
3. If you selected an unconfirmed activity, you will see the warning "This action can only be performed on confirmed activities. Unconfirmed activities will be ignored." Click OK.

If you want Sage SalesLogix to remember your selection and you do not want to be prompted again, select Remember my selection and do not ask again.abc

4. Follow the remaining steps for completing multiple activities.

1. Select the check box for each activity you want to delete.

To select all records in the list, click the Select All check box at the top of the column. To clear all check boxes, clear the Select All check box at the top of the column.

2. Click the Delete Selected Activities button in the top part of the view.
3. Click OK to confirm the deletions.
4. If you selected an unconfirmed activity, you will see the warning "This action can only be performed on confirmed activities. Unconfirmed activities will be ignored." Click OK.

If you want Sage SalesLogix to remember your selection and you do not want to be prompted again, select Remember my selection and do not ask again.

1. Select the check box for each activity you want to reschedule.

To select all records in the list, click the Select All check box at the top of the column. To clear all check boxes, clear the Select All check box at the top of the column.

2. Click the Reschedule Selected Activities button in the top part of the view.
3. If you selected an unconfirmed activity, you will see the warning "This action can only be performed on confirmed activities. Unconfirmed activities will be ignored." Click OK.

If you want Sage SalesLogix to remember your selection and you do not want to be prompted again, select Remember my selection and do not ask again.

4. Complete the steps for rescheduling an activity.

1. Select the check box for each activity alarm you want to dismiss.

To select all records in the list, click the Select All check box at the top of the column. To clear all check boxes, clear the Select All check box at the top of the column.

2. Click Dismiss.

Dismissing a past due activity only dismisses the alarm. Past due activities will continue to display in the list until they are rescheduled, completed or deleted.

3. If you selected an unconfirmed or past due activity, you will see the warning "This action can only be performed on Alarm reminders. Past Due and Unconfirmed reminders will be ignored." Click OK.

If you want Sage SalesLogix to remember your selection and you do not want to be prompted again, select Remember my selection and do not ask again.

1. Select the check box for each activity alarm you want to snooze.

To select all records in the list, click the Select All check box at the top of the column. To clear all check boxes, clear the Select All check box at the top of the column.

2. Select a time increment in the Snooze by box, then
• Click Snooze to snooze any selected activity alarms.
• Click Snooze All to snooze all of the activity alarms, even if they are not selected.

3. If you selected an unconfirmed or past due activity, you will see the warning "This action can only be performed on Alarm reminders. Past Due and Unconfirmed reminders will be ignored." Click OK.

If you want Sage SalesLogix to remember your selection and you do not want to be prompted again, select Remember my selection and do not ask again.

1. In the grid, click the unconfirmed activity that you want to display in the detail pane.

Make sure you do not click any of the blue "link" text as these links will open another view, such as the activity, contact, lead or account detail view.

2. Do one of the following:

• Click Accept to confirm that you will attend a phone call or meeting.
• Click Decline to confirm that you will not attend a phone call or meeting.

• Click the Show Calendar link at the bottom of the view.

• Click the Show Confirmations link at the bottom of the view.