Activity Pattern MODIFICATION DATE Wed Feb 05 2014 CREATOR Sun, Ke FILE NAME Activity Pattern DESCRIPTION Activity Pattern for Customer for Cloud. This is NOT visual design! VERSION HISTORY Version 1
Activity Pattern Architecture iPad
Phone
Filter Filter
List View
Filter
Calendar View
Filter
Filter Activities by My Activities (Default) My Team's Activities (for manager only) All Activities
View Activities by Time Activities by Day Activities by Week Activities by Month Activities by Quarter All Activities
Filter Activities by Activity Type (Phone Call, Email, Appointment, Task, Visit) different default view if filter by activity type Account Opportunity (TBD) Customized Groups
View Activities by Time Activities by Day Activities by Week Activities by Month Activities by Quarter
Creator
Sun, Ke
Modified
Wed Feb 05 2014
Calendar View
Map View
Activity Detail
Edit Activity
View Activities by Location Appointments Visits View two Activity Lists at the same time Activities with time stamp (phone call, appointment, visit) - sorted by time Activities with no time stamp (task, email) - sorted by created time
Activities with time stamp on the calendar Activities with no time stamp only show on the day list bases
Calendar View (default for appointment)
List View
View two Activity Lists at the same time Activities with time stamp (phone call, appointment, visit) - sorted by time Activities with no time stamp (task, email) - sorted by created time
List View (default for task, email, and mixed types)
Filter
Activity Details
Map View
Map View (default for visit)
Edit Activities
Create Activities
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Activity Pattern Activity Daily View
My Activities
All Activities
D
Filter by Account
8
3
List
HealthTrex
List
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S
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HealthTrex
Lorem ipsum dolor sit 3
Lorem ipsum dolor sit
Account C
3
Lorem ipsum dolor sit
Account D
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1
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Feb
Calendar Items
Account B
HealthTrex
1
Lorem ipsum dolor sit
Meeting with Mr Brown about the product demo
8am
10:00 AM - 11:00 AM, Jan 14, 2014
9
10
11
12pm
1
2
3
4
5
6
7
8
9
Call Jane 11:00 AM - 11:30 AM Jan 14, 2014
D
Visit Local Grocery 11:30 AM - 12:00 PM, Jan 14, 2014
S
M
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T
F
S
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S
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Jan. 2014 during scrolling
Due
Item F
due today
Lorem ipsum dolor sit amet, conse... due today
Item G Lorem ipsum dolor sit amet, co…
HealthTrex due tomorrow
Item G
W
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My Acitivities
New
Jan.5 - Jan. 11
Jan.12 - Jan. 18, 2014
Jan.19 - Jan. 25
Delete
HealthTrex M My Activities
by Account
My Team's Activities
by Opportunity
All Activities
by Type
D
W
M
Q
All
December, 2013
January, 2014
February, 2014
Appointment Task
HealthTrex Phone Call Q
Q4, 2013
Quarter 1, 2014
Q2, 2014
Email by Customized Group
Visit
HealthTrex All
Creator
Sun, Ke
Modified
Wed Feb 05 2014
All Activities
3 / 11
Activity Pattern by type
My Activities
All Activities
Filter by Type
Appointment
Lorem ipsum dolor sit
Phone Call
Lorem ipsum dolor sit
Task
Lorem ipsum dolor sit
Lorem ipsum dolor sit
Visit
Lorem ipsum dolor sit
HealthTrex
List D
3
8
9
10
11
My Activities
S
M
T
W
T
F
S
12
13
14
15
16
17
18
19
20
21
Calendar Items
3
3
1
4
Sunday 01.12
Meeting with Mr Brown about the product demo 10:00 AM - 11:00 AM, Jan 14, 2014
Call Jane
Appointment Lorem ipsum dolor sit
Visit
Calendar
All Activities
Filter by Type
21
10
3
12AM
10
1AM
Monday 01.13
Thursday 01.16
Friday 01.17
Saturday 01.18
3
Lorem ipsum dolor sit
3AM
Task
3
Lorem ipsum dolor sit
4AM 5AM
11:00 AM - 11:30 AM Jan 14, 2014
Visit Local Grocery 11:30 AM - 12:00 PM, Jan 14, 2014
1
Lorem ipsum dolor sit
Visit Lorem ipsum dolor sit
6PM 7AM
4 8AM 9AM
Wednesday 01.15
2AM
Phone Call
Due
Tuesday 01.14
Item F
10AM
due today
Lorem ipsum dolor sit amet, conse...
Meeting for the product demo
New Visit
11AM
due today
Item G
12PM
Lorem ipsum dolor sit amet, co… 1PM
due today
Item G Lorem ipsum dolor sit amet, co…
2PM 3PM
My Acitivities
New
Delete
My Acitivities
3PM
New
Delete
4PM
8am
9
10
11
12pm
1
2
3
4
5
6
7
8
9
5PM 6PM 7PM 8PM 9PM 10PM 11PM 12PM
Creator
Sun, Ke
Modified
Wed Feb 05 2014
4 / 11
Activity Pattern visit-calendar view Visits Visits
Visit Planning
Visit 1
1389 Hillview Ave, Palo Alto, CA 94302
Visit 2
Visit
Calendar Sunday 01.12
Monday 01.13
Tuesday 01.14
Wednesday 01.15
Visits Thursday 01.16
Friday 01.17
Visits
Saturday 01.18
1AM 2AM
Visit 3
3AM
3398 Stevens Creek Blvd, Sunnyvale, CA
4AM
Visit 4
78 Jefferson St, Menlo Park, CA 91039
5AM
6PM
Visit
Calendar
Visit Planning
Sunday 01.12
Drag account to calendar to create new visit
12AM
12 Main Street, Palo Alto, CA
Monday 01.13
Tuesday 01.14
Wednesday 01.15
Thursday 01.16
Friday 01.17
Saturday 01.18
12AM
Account 1 1389 Hillview Ave, Palo Alto, CA 94302
1AM
Account 2
2AM
12 Main Street, Palo Alto, CA
3AM
Account 3 3398 Stevens Creek Blvd, Sunnyvale, CA
4AM 5AM
Account 4 78 Jefferson St, Menlo Park, CA 91039
7AM
6PM 7AM
6 8AM
8AM
9AM
9AM
10AM
My Acitivities
Creator
Sun, Ke
Modified
Wed Feb 05 2014
Meeting for the product demo
10AM
11AM
11AM
12PM
12PM
1PM
1PM
2PM
2PM
3PM
3PM
3PM
New
Delete
My Acitivities
3PM
4PM
4PM
5PM
5PM
6PM
6PM
7PM
7PM
8PM
8PM
9PM
9PM
10PM
10PM
11PM
11PM
12PM
12PM
Meeting for the product demo
New
Delete
5 / 11
Activity Pattern visit-map view
Visits Visits
Visits
Map
Visit Planning
Visit 1
1389 Hillview Ave, Palo Alto, CA 94302
Visit 2
12 Main Street, Palo Alto, CA
Visit 3
4
2
3398 Stevens Creek Blvd, Sunnyvale, CA
Visit 4
1
78 Jefferson St, Menlo Park, CA 91039
3
My Acitivities
Creator
Sun, Ke
Modified
Wed Feb 05 2014
New
Delete
6 / 11
Activity Pattern
Acitivy Workset Calendar My Activities
HealthTrex
All Activities
Sunday 01.12
Filter by Account
3
HealthTrex
by Account Lorem ipsum dolor sit
Account B
by Opportunity
3
1 by Customized Group
Lorem ipsum dolor sit
4AM
Modified
Wed Feb 05 2014
3
by Account Lorem ipsum dolor sit
Account B
by Opportunity
3
1 by Customized Group
Jim Jones Mark Townsen Jane Wong Others
5AM 6PM
8AM
9AM
9AM 10AM
Meeting for the product demo
Call Mike Smith
11AM
Meeting for the product instructions
12PM
Meeting for the product instructions
1PM
2PM
2PM
3PM
3PM
3PM
Saturday 01.18
4AM
8AM
Call Mike Smith
Friday 01.17
3
Lorem ipsum dolor sit by Team Members
New Appointment
Thursday 01.16
2AM
7AM
Meeting for the product demo
Wednesday 01.15
3AM
by Date Lorem ipsum dolor sit
Account D
Tuesday 01.14
1AM
Lorem ipsum dolor sit by Type
Account C
Monday 01.13
12AM
7AM
1PM
Sun, Ke
Sunday 01.12
HealthTrex
5AM 6PM
HealthTrex
All My Team's Activities
Filter by Account
2AM
12PM
Creator
Saturday 01.18
11AM
My Acitivities
Friday 01.17
12AM
10AM
Thursday 01.16
3AM
by Date Lorem ipsum dolor sit
Wednesday 01.15
3
Account C
Account D
Tuesday 01.14
1AM
Lorem ipsum dolor by sit Type
Monday 01.13
My Team's Activities
New
Delete
My Acitivities
3PM
4PM
4PM
5PM
5PM
6PM
6PM
7PM
7PM
8PM
8PM
9PM
9PM
10PM
10PM
11PM
11PM
12PM
12PM
New
Delete
7 / 11
Activity Pattern Acitivy Detail
My Activities
Back to List
All Activities
Group A Lorem ipsum dolor sit
Group B Lorem ipsum dolor sit
Group C Lorem ipsum dolor sit
Group D Lorem ipsum dolor sit
Appointment: Meet with John Smith to discuss the price
From Monday Janurary 27, 2013 10:00 AM - 11:00 AM ( in 30 mins)
Filter by Customized Group
Appointment: Meet with John Smith to discuss the price
Back to List
Janurary 27, 2013 (Monday)
10:00 AM
To 3
SAP Building 2 3410 Hillview Ave Palo Alto, CA 94304 ( 20 mins drive)
Janurary 27, 2013 (Monday)
11:00 AM
3 Description 3
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3 Participants(9)
and
Jeff Drapper
Jeff Drapper
Jeff Drapper
IT manager 650-230-2098
IT manager 650-230-2098
IT manager 650-230-2098
Jeff Drapper
Jeff Drapper
Jeff Drapper
IT manager 650-230-2098
IT manager 650-230-2098
IT manager 650-230-2098
John Smith
Steve Dodo
Zip Code
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod.Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod.Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed. 2014.01.15 by Jeff Donman
Palo Alto
94304
State
Country
CA - California
United States
Add
Edit
John Smith
Participants(9)
Jeff Drapper
Delete
IT manager 650-230-2098
Item F
City
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod.Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod.Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed.
Notes
Lorem ipsum dolor sit amet, conse...
Item G
Account Team
Item G
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Related items
Item F
1 selected
PEOPLE
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3410 Hillview Ave
Description
Wang Ling
Follow up items
Address
Participants
Note
Botticelli, Venus 1976-09-08
Follow up Item
Dufke, John
✔
1979-08-17
Related Item
Contacts
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Item G
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Attachments(3) Title
Type
Changed on
Changed by
5163
Lorem Ipsum
2014.01.12
Jeff Smith
6342
Dolor Sit Amet
2014.01.12
Don Drapper
1634
Elit Sed Do
2014.01.12
Jimmy Choo
Actions
Attachment
Alighieri, Dante 1982-04-22
Alioli, Dante 1987-05-11
Other
Vader, Leia 1991-11-09
Add
Cancel
Facts
Creator
Sun, Ke
Modified
Wed Feb 05 2014
HealthTrex
In Process
Jim Johnson
Customer Visit
Account
Status
Organizer
Category
Normal
Great Los Angeles
not defined
Priority
Sales Territory
Visit Reason
Account
Status
HealthTrex
In Process
Organizer
Category
Jim Johnson
Customer Visit
Priority
Sales Territory
Normal
Great Los Angeles
Visit Reason not defined
8 / 11
Activity Pattern Create Activity
My Activities
New Appointment
All Activities Group A Lorem ipsum dolor sit
Group B Lorem ipsum dolor sit
Group C Lorem ipsum dolor sit
Group D Lorem ipsum dolor sit
7
8
3
8am
3
9
10
9
11
10
S
M
T
W
T
F
S
12
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14
15
16
17
18
11
12pm
1
2
3
4
5
19
6
20
7
21
8
21
9
Description * General
New Appointment
CRM facts
1 Items
From
Note
To
Address
State CA (PST) Country United States Account
✔
Save
Cancel
Priority Medium
High
Low
Country United States Account
Status
Organizer
Category
Sales Territory
Visit Reason
Creator
Sun, Ke
Modified
Wed Feb 05 2014
Follow up items
10 / 11
Related items
Item F Lorem ipsum dolor sit amet, conse...
Attachments(3) ID
Name
Status
5163
Lorem Ipsum
6342
Dolor Sit Amet
Notes
Amount
Price
Open
1
23.45 $
Shipped
1
233.22 $