Creating an activity for a contact

Use these instructions to create an activity for a contact only. You must access the entity record to which the contact is associated, such as the Customer Setup or Customer Ship To Setup record. Otherwise, you cannot specify the contact on the activity.

  1. In the Contacts app, select the contact.
  2. In the Activities app, click the Expand button.

    The tab for the contact is selected.

  3. Click New.
  4. Optionally, specify another operator to assign the task to.
  5. Specify the activity.
  6. Optionally, change the start date and time.
  7. Select None in the Subject Type field.
  8. Optionally, specify this information:
    • Priority

      Use this value to indicate the priority of the contact for the entity. For example, specify 1 for the manager and 2 for the assistant manager.

    • Document type and document

      Specify the document type and the document that is associated with the activity.

    • Comment
  9. Click Save.
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