Use this tab to:
Link a document to an activity
View the linked sales opportunity or service call from which an activity was created
View the base activity, if an activity is a follow-up
Example
If you make a phone call regarding a certain sales order, you can link the relevant order.
To access the tab, choose
.Note This topic documents fields and other elements in this window that either are not self-explanatory or require additional information. End of the note. |
Specify the number of the linked document. Note You can only specify documents matching the selected document type. End of the note. |
Filters the selection of documents so that only documents related to the selected business partner appear in the list of documents for selection. |
Indicates if the activity was created from a service call or a sales opportunity. |
Service call or sales opportunity number from which the activity was created. |
Number of the base activity, if the activity is a follow-up. |