Creating an activity

Use these instructions to create an activity for a customer, ship to, vendor, or ship from.

Note: The lookup fields in the Activities window do not support auto-complete and MRU functionality.
  1. In the Activities app, click the Expand button.
  2. Click the entity tab, if required.
  3. Click New.
  4. Optionally, specify another operator to assign the task to.
  5. Specify the activity.
  6. Optionally, change the start date and time.
  7. Associate the activity with an entity.
    1. Select the entity type in the Subject Type field.
    2. Specify the associated values, such as customer and ship to or vendor and ship from.
    3. Optionally, specify a contact.
  8. Optionally, specify this information:
    • Priority

      Use this value to indicate the priority of the contact for the entity. For example, specify 1 for the manager and 2 for the assistant manager.

    • Document type and document

      Specify the document type and the document that is associated with the activity.

    • Comment
  9. Click Save.