Activities provide a way for an organization to track interactions with users in their own organization and with their customers. The different types of activities are:
Task
E-mail
Phone call
Letter
Fax
Appointment
Recurring appointment
Service activity
Campaign response
Custom activity
A custom activity allows an organization to track communication with other users or their customers, outside of traditional communication methods. Although these are becoming more common, some examples of custom activities are text messages and social media posts such as Facebook and Twitter.
Activities have several common attributes among the different record types, such as Subject, Owner and Regarding. Activity types such as e-mail, phone call, letter, fax and appointment have their own specific attributes. The aforementioned Regarding field is very important as it denotes the record related to the activity. This field is used to link the activity record to a record in the CRM system.
When an activity has been...