| # Global Addition of Activities (tdsmi2210m100) Use this session to globally add activities to business partners (prospects or customers), opportunities, contacts, or activities. Related topics CRM – functionality Business Object The business object (business partners, opportunities, contacts, or activities) to which the activities must be added. Active Contacts Only If this check box is selected, the activities must only be added to contacts who are active. Open Activities Only If this check box is selected, the activities must only be added to activities that are still open. Advanced Selection If this check box is selected, you can enter a selection code to select data from the database or from part of it (if you specify a restricted range in the database). Related topics Predefined variable for selection expressions Selection A predefined set of data that must be printed or processed. Such a set is defined by a selection expression (or a selection criterion). You can define an expression in the Text Manager, which is used to retrieve data from the database for maintenance/printing. Related topics Predefined variable for selection expressions Activity Template The activity template based on which tasks are generated in the Activities (tccom6100m000) and Task (tccom6600m300) sessions. Note You can use the activity for selection purposes later on and execute a follow-up. Assign To Select to whom the task is assigned. Allowed values Assignment Employee The employee to whom the task is assigned. Note You can assign the task to yourself by clicking the Assign To Me button. Update Mode Define the update mode. Simulate If this check box is selected, the addition of activities is only simulated, not processed. Update If this check box is selected, the addition of activities is processed. Report If this check box is selected, a report is printed that displays the results of the addition of activities. Selection Text If this check box is selected, a selection text is printed (if present) on the report. Related topics CRM – Text Editor CRM – examples of selection expressions Assign To Me Assigns the task to yourself. As a result, your user name is displayed in the Employee field. |