Maintaining an activity

Adding an activity product

There must be existing product records from M3 Business Engine.

  1. Open an activity record.
  2. Click Activity Products.
  3. Click New.
  4. Click Search icon on the Product field.
  5. Search or select a product record from the list and click Relate Product.
  6. Specify other new activity product information.
  7. Click Save.

Updating an activity product

  1. Open an activity record.
  2. Click Activity Products.
  3. Open an activity product record.
  4. Click the More icon on the Product field.
  5. Click Search Product.
  6. Search or select a different product record from the list and click Relate Product.
  7. Update other activity product information.
  8. Click Save.

Removing a related product from an activity product

  1. Open an activity record.
  2. Click Activity Products.
  3. Open an activity product record.
  4. Click the More icon on the Product field.
  5. Click Remove Product.
  6. Click Remove when asked to confirm the action.

Adding an activity focus area

Activity focus area is not included on the default Activity dialog design.
  1. Open an activity.
  2. Go to Focus Area.
  3. Click Add.
  4. Select a product from the list.
  5. Click Apply.

Deleting an activity focus area

  1. Open an activity and proceed to Focus Area.
  2. Select a product from the list.
  3. Click Remove.
  4. Click Delete.

Adding an activity-to-campaign relationship

  1. Open an activity.
  2. Click Search icon on the Activity-Campaign field.
  3. Search or select for a campaign record from the list and click Relate Campaign Part.
  4. The selected campaign name is populated on the Campaign field.

Deleting an activity-to-campaign relationship

  1. Open an activity.
  2. Click the More icon on the Activity-Campaign Relation field.
  3. Click Remove relation.
  4. Click Remove when asked to confirm action.

Adding an activity-to-opportunity relationship

  1. Open an activity.
  2. Click Search icon on the Activity-Opportunity Relation field.
  3. Search or select an opportunity record from the list and click Relate Opportunity. You can also click Add Opportunity to create a new opportunity for the activity.
  4. The selected opportunity name is populated on the Activity-Opportunity relation field.

Deleting an activity-to-opportunity relationship

  1. Open an activity.
  2. Click the More icon on the Activity-Opportunity Relation field.
  3. Click Remove relation.
  4. Click Remove when asked to confirm action.

Adding an activity-to-issue relationship

  1. Open an activity.
  2. Click Search icon on the Activity-Issue Relation field.
  3. Search or select for an issue record from the list and click Relate Issue. You can also click Add Issue to create a new issue for the activity.
  4. The selected issue name is populated on the Activity-Issue Relation field.

Deleting an activity-to-issue relationship

  1. Open an activity.
  2. Click the More icon on the Activity-Issue Relation field.
  3. Click Remove relation.
  4. Click Remove when asked to confirm action.

Adding an activity-to-project relationship

  1. Open an activity.
  2. Click Search icon on the Activity-Project Relation field.
  3. Search or select for a project record from the list and click Relate Project. You can also click Add Project to create a new project for the activity.
  4. The selected project name is populated on the Activity-Project Relation field.

Deleting an activity-to-project relationship

  1. Open an activity.
  2. Click the More icon on the Activity-Project Relation field.
  3. Click Remove relation.
  4. Click Remove when asked to confirm action.

Adding an activity-to-general object relationship

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

See Creating a general object.

  1. Open an activity.
  2. Click Search icon on the Activity-General Object Relation field.
  3. Search or select for a general object record from the list and click Relate General Object.
  4. The selected general object name is populated on the Activity-General Object Relation field.

Deleting an activity-to-general object relationship

  1. Open an activity.
  2. Click the More icon on the Activity-General Object Relation field.
  3. Click Remove relation.
  4. Click Remove when asked to confirm action.