- Linking an activity to a Case
- Posted by Adam on January 22nd, 2004
An activity can be created within a Case by first opening
the Case, selecting activities and creating a new
activity.
Is there any way of creating an activity (for example,
from the home page) and associating this with an open
Case?
Thanks.
- Posted by GreaterThanTwo Media on January 22nd, 2004
Hi Adam, yes, the activity screens have a regarding field. This will allow
you to associate the activity with a
case/account/contact/order/invoice/lead/etc/etc.
Mike
"Adam" <feldtest@optusnet.com.au> wrote in message
news:21df01c3e07d$e3da6360$a401280a@phx.gbl...
- Posted by Adam on January 22nd, 2004
Mike,
Thanks for that. Seems obvious in hindsight.
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