| Attributes by Activity (tdsmi2101m000) Activity An appointment, call, task, mailing, or e-mail that is
registered in LN and
that can be linked to, for example, a contact, a business partner, or an
opportunity. Optionally, tasks, appointments, and calls can be synchronized
with desktop applications. Attribute Used to record distinctive information on (potential) business
partners, contacts, opportunities, or activities and to segment data when
specifying a batch selection for generating activities, mail merge (letters),
or flexible reports. Example Attribute | Description | Type | Details |
---|
sf | Is
the person a soccer fan? | Option | Options are Yes and No;
default is No | fc | Favorite soccer club | Alphanumeric | Default is <blank> | conv | How did you value this
conversation? | Alphanumeric | No defaults | ccb | Can I call you back next week? | Option | Options are Yes and No; default is No | lunch | Should bring own lunch | Option | Options are Yes and No; default is No | dressc | What is the dress code? | Option | Options are formal and casual (default) | comp | Main competitor | Alphanumeric | No defaults | terr | Territory | Option | Options are East and West |
Attribute set | Description | Attributes |
---|
CON | Default
attribute set for contacts | sf, fc | BP | Default
attribute set for business partners | sf,
fc | CALL | Default attribute set for calls | conv,
ccb | APP | Default attribute set for appointments | lunch, dressc | OPP | Default attribute set for
opportunities | comp, terr |
Label The attribute's description. Help You can enter a sort of help text with the text editor, that
you can use for extra information on the attribute in question. | |