Attributes by Activity (tdsmi2101m000)

Use this session to view, enter, and maintain attributes by activity.

Note

You can add attributes one by one or by attribute set.

Related topics

CRM – master data

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.

Value

The attribute's value. For example, if the attribute is Salary level 1, the value can be the salary amount.

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.