Details panel fields

Field	Description
Action	The type of task, for example, Phone Out.
Subject	Subject of the communication.
Location	Appointments only. Location of the appointment. You can add a Resource user, for example, London meeting room. If you've already typed some text, the resource user is added afterward, after a semi-colon.
Details	A summary of the task.
Status	Status of the communication. For example, planned, complete, or canceled.
Priority	Priority of the task. For example, high, medium, or low.
Territory	Security territory of the communication. For more information, see Territory management.
Private	Select this checkbox if the task should only be viewed by the assigned user.
Created By	Once your save the communication, this displays the user who created it.
Created Date	Once you save the communication, this displays the creation date.
Percent Complete	This tracks the progression of a task. If you work only in Sage CRM, this displays either 100% when the task is complete, or 0% if the task is canceled. If your tasks are synchronized from Outlook, the field displays the value set in Outlook (any value from 0% to 100%).
Completed Time	This records the time and date at which a communication was completed. When you insert or update a communication, these rules for Completed Time apply : If the status is not complete ,then the completed time is set to blank. If the status is complete ,then the completed time must be filled in. If you don't fill it in (or leave it blank), then it is set to current time.
Organizer	If Exchange Integration is enabled, this field is only displayed for appointments. You can edit it when creating an appointment in Sage CRM. It defaults to the user creating the appointment, but can be changed. This is a mandatory field. If Exchange Integration is not enabled, this field is read-only, and is displayed once you save the communication. It shows the name of the communication organizer. If the communication is created in Sage CRM, the field displays the same name as the Created By field. If an appointment is created in Classic Outlook integration, and then synchronized with Sage CRM, this field shows the name of the meeting organizer. If the Classic Outlook meeting organizer is not a Sage CRM user, then their email address is displayed.

Field

Description

Action

The type of task, for example, Phone Out.

Subject

Subject of the communication.

Location

Appointments only. Location of the appointment. You can add a Resource user, for example, London meeting room. If you've already typed some text, the resource user is added afterward, after a semi-colon.

Details

A summary of the task.

Status

Status of the communication. For example, planned, complete, or canceled.

Priority

Priority of the task. For example, high, medium, or low.

Territory

Security territory of the communication. For more information, see Territory management.

Private

Select this checkbox if the task should only be viewed by the assigned user.

Created By

Once your save the communication, this displays the user who created it.

Created Date

Once you save the communication, this displays the creation date.

Percent Complete

This tracks the progression of a task.

If you work only in Sage CRM, this displays either 100% when the task is complete, or 0% if the task is canceled.

If your tasks are synchronized from Outlook, the field displays the value set in Outlook (any value from 0% to 100%).

Completed Time

This records the time and date at which a communication was completed. When you insert or update a communication, these rules for Completed Time apply :

If the status is not complete ,then the completed time is set to blank.

If the status is complete ,then the completed time must be filled in. If you don't fill it in (or leave it blank), then it is set to current time.

Organizer

If Exchange Integration is enabled, this field is only displayed for appointments. You can edit it when creating an appointment in Sage CRM. It defaults to the user creating the appointment, but can be changed. This is a mandatory field.

If Exchange Integration is not enabled, this field is read-only, and is displayed once you save the communication. It shows the name of the communication organizer.

If the communication is created in Sage CRM, the field displays the same name as the Created By field. If an appointment is created in Classic Outlook integration, and then synchronized with Sage CRM, this field shows the name of the meeting organizer. If the Classic Outlook meeting organizer is not a Sage CRM user, then their email address is displayed.

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