Global Addition of Activities (tdsmi2210m100)
Use this session to globally add activities to business partners (prospects or customers), opportunities, contacts, or activities.
Field Information
- Business Object
-
The business object (business partners, opportunities, contacts, or activities) to which the activities must be added.
- Active Contacts Only
-
If this check box is selected, the activities must only be added to contacts who are active.
- Open Activities Only
-
If this check box is selected, the activities must only be added to activities that are still open.
- Advanced Selection
-
If this check box is selected, you can enter a selection code to select data from the database or from part of it (if you specify a restricted range in the database).
- Selection
-
selection code
- Template
-
The activity template based on which tasks are generated in the Activities (tccom6100m000) and Task (tccom6600m300) sessions.
Note: You can use the activity for selection purposes later on and execute a follow-up. - Assign To
-
Select to whom the task is assigned.
Allowed values
- Do Not Assign
-
The activity is left unassigned.
- External Sales Representative
-
The activity is assigned to the employee of your company responsible for external contact with the business partner.
- Internal Sales Representative
-
The activity is assigned to the employee of your company responsible for internal contact with the business partner.
- Specific Employee
-
The activity is assigned to a specific employee or to yourself.
- Employee
-
The employee to whom the task is assigned.
Note: You can assign the task to yourself by clicking the button. - Update Mode
-
Define the update mode.
-
Simulate
If this check box is selected, the addition of activities is only simulated, not processed. -
Update
If this check box is selected, the addition of activities is processed.
-
- Report
-
If this check box is selected, a report is printed that displays the results of the addition of activities.
- Selection Text
-
If this check box is selected, a selection text is printed (if present) on the report.