Activity Management reference Versão de lançamento: Australia Atualizado 12 de mar. de 2026 1 min. de leituraReference topics provide additional information about the Activity Management application. Components installed with CRM TouchpointsSeveral types of components are installed with activation of the CRM Touchpoints plugin, including tables and user roles.Create new CRM touchpoint formField descriptions for the Create New CRM Touchpoint form.Create new meeting formField descriptions for editing or reviewing details on the Create New Meeting form.Create new callback formField descriptions for the Create New Callback form.Components installed with CRM Outlook Add-inUser roles are installed with activation of the CRM Outlook Add-in plugin.Lead form in ServiceNow CRM for Outlook add-inField descriptions for creating or viewing a lead record from the ServiceNow CRM for Outlook add-in.Account form fields in ServiceNow CRM for Outlook add-inField descriptions for viewing or editing an account record from the ServiceNow CRM for Outlook add-in.Contact form in ServiceNow CRM for Outlook add-inField descriptions for creating a contact record from the ServiceNow CRM for Outlook add-in.Opportunity form in ServiceNow CRM for Outlook add-inField descriptions for viewing or editing an opportunity record from the ServiceNow CRM for Outlook add-in.Staged email table fieldsField descriptions for viewing email record linked to CRM entities in the Staged Email [sys_email_staging] table.
Activity Management reference Versão de lançamento: Australia Atualizado 12 de mar. de 2026 1 min. de leituraReference topics provide additional information about the Activity Management application. Components installed with CRM TouchpointsSeveral types of components are installed with activation of the CRM Touchpoints plugin, including tables and user roles.Create new CRM touchpoint formField descriptions for the Create New CRM Touchpoint form.Create new meeting formField descriptions for editing or reviewing details on the Create New Meeting form.Create new callback formField descriptions for the Create New Callback form.Components installed with CRM Outlook Add-inUser roles are installed with activation of the CRM Outlook Add-in plugin.Lead form in ServiceNow CRM for Outlook add-inField descriptions for creating or viewing a lead record from the ServiceNow CRM for Outlook add-in.Account form fields in ServiceNow CRM for Outlook add-inField descriptions for viewing or editing an account record from the ServiceNow CRM for Outlook add-in.Contact form in ServiceNow CRM for Outlook add-inField descriptions for creating a contact record from the ServiceNow CRM for Outlook add-in.Opportunity form in ServiceNow CRM for Outlook add-inField descriptions for viewing or editing an opportunity record from the ServiceNow CRM for Outlook add-in.Staged email table fieldsField descriptions for viewing email record linked to CRM entities in the Staged Email [sys_email_staging] table.