Activities can be linked either to each other or to datasets of other entities.
You can link an activity to one or more activities.
Open one of the two activities in the Main mask Activities.
- Click Assign.
In the dialog select Assign or .
In the search window, look for the other activity. Mark the activity in the result list and click Apply.
In the Allocation browser the activity shows in the Selected / already assigned data in the list. Confirm with OK. The two activities are now linked.
Automatic linking of activities with documents
When subordinate documents are sent, resynchronization takes place, which creates an activity for sending mails. The parent dataset and the document are automatically linked. An activity is also generated that is linked to the parent datasets.
The user is on a subordinate document of a business partner. He/She selects the option "Send as mail" in the drop-down menu. The mail dialog will then be opened. Here the user makes final entries and sends the mail.
Subsequently, a resynchronization takes place at this point, which generates a MAILAUS activity. This is linked to the business partner and the document dataset.