The Weekly Activities window allows you to quickly view, sort, and edit all of your scheduled activities for the current week and for any other week. To open this window, select Activity from the Main Menubar, then select Weekly Activities from the pull-down list or click on the Weekly Activities icon in the Main toolbar. This window will default to the activities of the signed-on Wintouch user for the current week. If the activity is scheduled for a particular time of day, the time will be displayed in the column at the far left.
Note: If the name is changed in the User drop-down list at the top of the window, the new user will become the new default setting for the remainder of the Wintouch session.
To view, edit, or complete any listed activity, simply double-click on the highlighted record or select the Open button and the related Account Summary or Contact Summary window will open. The Next Activity and Last Activity will be displayed in the Activity List Box at the bottom of that window.
Note: It may be necessary to go to the Scheduled Activity Log to find and open the activity selected from the Weekly Activities window, or Wintouch gives you the option to have the activity open with the Account Summary, or Contact Summary window. To activate this function go to Options in the Main Desktop menu, then Preferences from the drop-down menu, then open the Activity and Calendar settings tab. Locate and check the Open Summary window with Scheduled Activity checkbox. This will enable that function and the activity will open with the Account or Contact Summary window.
Follow this Link: For More Information on activating the Open Summary Window with Scheduled Activity function.
The column headings that follow the time of day are arranged chronologically as; Day/Month/Year. Using the Preferences window, the column headings can be set to default to a different start of the work-week, and the number of work-days can be set for the "week".
Activities
All of the scheduled activities will be displayed in this list, grouped by time and day. Additional activity information can be displayed in a pop-up window by using the mouse to "hover" over listed activities. An activity displayed in red indicates it has a high priority.
Scheduled Activities
Hour Increment Activities: The Weekly Activities window displays all scheduled activities within a given week for a 24-hour period. The user may schedule multiple activities for the same time and day. These concurrent activities will be grouped and displayed in the same cell for the time they were scheduled. To see all of the concurrent activities, highlight the cell and select the drop-down arrow.
Re-Scheduling Activities
The user has the option to re-schedule all the activities in a given day at once or the user can schedule individual activities by dragging them to another day within the viewable week. Both methods are explained below.
One Days Activities: To reschedule all activities for a single day, click and drag on the Title Bar (Day/Month/Year) of that day and drop the highlighted activities into the cell of another day. The message "Are you sure you want to transfer activities?" will appear. Select Yes and the activities will then be re-displayed in the newly scheduled day.
Individual Activities: To reschedule an individual activity drag the desired activity from it's current position and drop it into the day to which you wish to transfer the activity. A message box will appear alerting you that the transfer is in process and the activity will appear in the selected day for transfer.
Mouse Right-Click
To view the Daily Activities window, right-click on a specific day and select the Daily Activities menu option. The Daily Activities window will open to the day of the selected activity.
Radio Buttons
Select the "All User", "Group Calendar", or "By user" Radio Button (and subsequent drop down box) to view a specific calendar for a given user/group. For descriptions of these radio buttons, refer to the Daily Activities help section.
Calendar: Select the button with the current date to bring up the Monthly Calendar window. Click the arrows to scroll forward and back through the days, months, and years. Click on the calendar to select a day. Select the OK button to view the activities for that specific day and week in the Weekly Activities window. Select the Cancel button to close without saving changes.
Open: This button will select and display the account/contact summary associated with the highlighted scheduled activity.
Refresh: This button will update any activities which have been scheduled, changed, or completed since the Weekly Activity window was opened.
Close: Select this button to close and exit the Weekly Activities window.
Note: The weekly activities window will remain open in the background of your working desktop until manually closed.
Help: Select this button to get helpful information regarding the current window.