Function documentationTexts in Activities Locate this document in the navigation structure

 

You can create, change, or display different text types in an activity either for your own use or for corresponding with business partners.

Features

This feature is available in the assignment block Notes.

By choosing New and the required text type, you can enter your text. Some of the text types available to you are:

  • Note

  • Preparation

  • Business partner information

You can define other text types and the sequence in which they should appear in Customizing for Customer Relationship Management (CRM), by choosing Basic   Functions   Text Management   Define Text Objects and Text Types  

You can upload or download texts from your PC for each text type. You can also attach other documents to the activity, such as presentations or Internet pages.

You can send texts via e-mail to internal and external recipients.

Activities

In the assignment block Notes, create the texts you require.

Use the functions in the tool bar in the activity header to:

  • Create attachments

  • Send activities with texts and attachments to other users.

Choose Send E-Mail to send texts and attachments to external recipients.

Note Note

You cannot send activities to external recipients.

End of the note.