Activities in CRMAn essential part of the customer relations management functionality is the ability to create activities to schedule for business objects (business partners, contacts, opportunities, or other activities), and to track the progress of these activities. An activity is an appointment, call, task, mailing, or email that must be created or executed by a user and that is registered in LN. Activities include, for example, phone calls, mailings, visits, and surveys. Optionally, tasks, appointments, and calls can be synchronized with Microsoft Exchange. In the Activities (tccom6100m000) session, activities can be created and linked to business objects. Activities can be manually created or automatically generated. Manual creation of activities In the Activities (tccom6100m000) session, you can manually create these activities:
Note The Activities (tccom6100m000) session can be started stand-alone, but also appears as a tab in these sessions:
Automatic generation of activities In the Global Addition of Activities (tdsmi2210m100) session, you can globally add activities to multiple business partners, opportunities, etc. Based on an activity template, which you can define in the Activity Templates (tdsmi0155m000) session, you can automatically generate these activities:
Note Appointments can also be generated from assignments in Service and from inspection order lines or non-conformance material and corrective action plan (CAP) tasks in Quality. Follow-up activities An activity can also result in another activity. Therefore, from an appointment, call, task, mailing, or email, follow-up activities can be created of the types Call, Task, Appointment, and Email. In the activity sessions, you can manually create these follow-up activities:
Note If an activity is generated from another activity:
Additional functionality
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