Activity Layout Settings

Set up and customize page layouts for a current Activity Report.

  1. Have a look at the Activity Report interface.

  2. Create field sets of the Activity custom object and associate them with the required Activity record types. If there is not a specific field set, the standard page layout will be displayed.

    • Use Visit for a face-to-face meeting.

    • Use Event to track meetings with multiple participants.

    • Use Timeoff to log days off or vacations.

    • Use Joint Visit as part of Coaching Management.

      CT Pharma package includes 1:1 Visit, Pharma Event, Timeoff, and Joint Visit by default. Use articles as an example of how to add a custom record type and further configure UI for this record type.

  3. Customize the Activities List field set to view the required details of activities.

  4. Create and use Activity Report filters to keep an eye on activities for a period of time.

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