Associating a general object

Before you start, you must create an object before you can establish an activity-to-general object relationship.

See Creating a general object.

Activity-to-general object relationship is not included on the default Activity dialog design.

  1. Open an activity.
  2. In the Activity-General Object Relation field, click Browse.
    Only General object records that are associated to the Parent account are populated in the Select Account/General object window.
  3. Select an object from the list and click Select.