Enter Sync Activity

Explanation

This activity is used to enter a sync activity for a business lead or customer in the CRM-panel or for a supplier in the SRM-panel. A sync activity is a business activity which is linked to an event in the outlook calendar. Changes in the outlook event will be synchronized to the sync activity.

Prerequisites

• IFS Outlook Add-In (CRM- or SRM-panel) must have been installed.
• The current user must be the organizer of the selected calendar item.

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

1. Open Outlook.
2. Select/open one calendar item.
3. Go to IFS CRM/IFS SRM tab and click on the icon to open the CRM- or SRM-panel.
4. In the Attendees list, click on the three dots next to the organizer of the appointment. Select Create Sync Activity. From the representative details page of the organizer, click the + icon and select Create Sync Activity.
5. Enter required data in the General tab. Connection ID list will show Customers, Leads or Suppliers where the current user is a representative. Description, start time, end time, contacts and representatives will be copied from the appointment.
6. The current user will be main representative for the activity.
7. In the Opportunities tab you can link existing opportunities to the activity.
8. Select the View in IFS Aurena check box to open the activity in IFS Aurena.
9. Save.