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Object documentationSave Excel Workbook as Activity: Default Settings Locate this document in the navigation structure

 

When you save a Microsoft Excel workbook as an activity in SAP Business One, you can also instruct the system to remind you to follow up the new activity. To do this, you must select the corresponding default settings for the follow-up activity. To display the default settings, in the Microsoft Excel menu bar, choose   SAP Business One   Default Settings  . The default settings for follow-ups include the following:

Save Excel Workbook as Activity – Default Settings Window

Create Follow-Up Activity

Automatically reminds you to follow up this activity.
Activity

Select the type of follow-up activity:

  • Phone Call

  • Meeting

  • Task

  • Note

  • Other
Follow up in

Set the time for the follow-up.
Reminder

Set the time when the system should automatically remind you of the follow-up.

To save your default settings and use them the next time you create an SAP Business One activity from a Microsoft Excel workbook, choose the OK button.