Enter Sync Activity
Explanation
This activity is used to enter a sync activity for a business lead or
customer in the CRM-panel or for a supplier in the SRM-panel. A sync activity is
a business activity which is linked to an event in the outlook calendar. Changes
in the outlook event will be synchronized to the sync activity.
Prerequisites
- IFS Outlook Add-In (CRM- or SRM-panel) must have been installed.
- The current
user must be the organizer of the selected calendar item.
System Effects
As a result of this activity, a business activity is entered for the lead,
customer or supplier.
Window
N/A
Related Window Descriptions
N/A
Procedure
- Open Outlook.
- Select/open one calendar item.
- Go to IFS CRM/IFS SRM tab and click on the icon to open the CRM- or
SRM-panel.
- In the Attendees list, click on the three dots next to the organizer of
the appointment. Select Create Sync Activity. From the
representative details page of the organizer, click the + icon and select Create
Sync Activity.
- Enter required data in the General tab. Connection ID list will show
Customers, Leads or Suppliers where the current user is a representative. Description, start time, end
time, contacts and representatives will be copied from the appointment.
- The current user will be main representative for the activity.
- In the Opportunities tab you can link existing opportunities to the
activity.
- Select the View in IFS Aurena check box to open the activity in IFS
Aurena.
- Save.