Automatic Activity (AC01.4)

Use Automatic Activity (AC01.4) to define the rules that automatically create names for the new activities when using Mass Activity Copy (AC01.1). Use this subform to define the rules for naming the new activities.

Define a naming rule for activities at each level. Naming rules you apply to higher level activities do not automatically apply to lower activities. For example, to add the same suffix to summary and posting level activities, identify the same rule for each level.