Enter Business Activity
Explanation
This activity is used to enter a business activity for a business lead or
customer in the CRM-panel or for a supplier in the SRM-panel.
Prerequisites
IFS Outlook Add-In (CRM- or SRM-panel) must have been installed.
System Effects
As a result of this activity, a business activity is entered for the lead,
customer or supplier.
Window
N/A
Related Window Descriptions
N/A
Procedure
- Open Outlook.
- Select/open one mail or calendar item.
- Go to IFS CRM/IFS SRM tab and click on the icon to open the CRM- or
SRM-panel.
- In the Recipients list, click on the three dots next to the contact for
which you want to create the activity. Select Create Activity. From the
contact details page, click the + icon and select Create Activity.
- Enter required data in the General tab.
- The selected contact will be the main contact for the activity. Add or
edit contacts in the Contacts tab.
- The current user will be main representative for the activity. Add other
representatives in the Representatives tab.
- In the Opportunities tab you can link existing opportunities to the
activity.
- Select the View in IFS Aurena check box to open the activity in IFS
Aurena.
- Select the Create Outlook Meeting check box to create an outlook meeting
with same description, time and attendees as the activity. Note that the
outlook meeting will be created with information from the activity but
changes to the meeting will not be synchronized to the activity. The Create
Outlook Meeting check box is only visible when the activity is created from
a mail (not from a calendar item).
- The Create or connect to Business Mail check box is only visible when
the activity is created from a mail (not from a calendar item). If the check
box is selected, the mail will be saved as a Business Mail with reference to
the activity. If a Business Mail is already created for the mail, it will be
linked to the activity.
- Save.