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Associating activities with ticker symbols, sectors, and industries

This topic applies only when Capital Markets functionality is enabled.

Associate activities with the companies that issued the tickers and with sectors and industries.

For example, a sales staff member logs a call with a client and associates the call with the tickers that they spoke to the client about and also with related sectors and industries.

Info

You can associate new and existing activities with ticker symbols, sectors, and industries.

The following procedure shows how to associate a schedule item with ticker symbols, sectors, and industries.

To associate a new schedule item with ticker symbols, sectors, and industries:

  1. In the navigation toolbar, click the Add button, select the Add Schedule Item menu option, and choose a schedule item type.
    For example, select Call Log.
    The Add Schedule Item dialog opens.
  2. Select the contact to create the schedule item for:
    1. In the For field, click Select.
      The Participants dialog opens.
    2. In the Participants dialog, select the contact to create the schedule item for, then click OK.
      The Participants dialog closes and the contact name displays in the For field.
  3. To associate the schedule item with a ticker symbol:
    1. In the Tickers field, type the ticker symbol or company name to associate with the schedule item. Search results display in the Tickers field, either in ticker symbol or company format.

      Info

      Ticker symbol format displays the ticker symbol followed by the exchange on which the company trades. Company format displays the full name of the company. Both formats also show the sector and industry that the ticker belongs to.

    2. Select a ticker or company name from the search results.
      The company name for the ticker displays in the Tickers field.

    Info

    Alternatively, you can search for and select multiple tickers by clicking Select in the Tickers field to open the Select Tickers dialog.

  4. To associate the schedule item with a sector or industry:
    1. In the Sector/Industry field, type the name of the sector or industry to associate with the schedule item. Search results display in the Sector/Industry field, either in sector or industry format.

      Info

      Sector format displays Sector after the sector name. Industry format displays Industry after the industry name followed by the name of the sector to which the industry belongs.

    2. Select a sector or industry from the search results.
      The sector or industry name displays in the Sector/Industry field.

    Info

    Alternatively, you can search for and select multiple sectors or industries by clicking Select in the Sector/Industry field to open the Select Sector/Industry dialog.

  5. Click OK.
    The Add Schedule Item dialog closes.

The schedule item associated with a ticker displays in the Subject subtab in the journal for the company that issued the ticker. The schedule item also displays in the Activities journal for contacts added to the activity. You can filter schedule items by sector or industry in the Activities journal.