Working with Customers and Suppliers
Activities
Peter Scott
2016-11-04
I haven't used Activities much over the years but now have a situation where it would be helpful if when a particular item is ordered or invoiced that an automatic activity was posted- without the operator having to do it. Is this possible.
This answer was correct
Created byMartins Ebersteins19:18 14 Apr 2016
Dear Peter,

First of all the question is, do you have a CRM module available?
This is required to have activities at all...

Regarding automatically creating activity in case particular item is ordered or invoiced - there is no such functionality in the standard package, but it could be quite easy additionally developed, using HAL customizations.

Best regards,
Eberstein Business Solutions
HansaWorld Business Partner
----------------------------
Exceeding Customer Expectations
www.ebersteins.com
Reply
This answer was correct
Martins Ebersteins
2016-04-14
Dear Peter,

First of all the question is, do you have a CRM module available?
This is required to have activities at all...

Regarding automatically creating activity in case particular item is ordered or invoiced - there is no such functionality in the standard package, but it could be quite easy additionally developed, using HAL customizations.

Best regards,
Eberstein Business Solutions
HansaWorld Business Partner
----------------------------
Exceeding Customer Expectations
www.ebersteins.com
Reply
Peter Scott
2016-04-15
Hi

Yes I have CRM and do use activities a little, sounds like my good idea wont work. I don't want to go the HAL route, I've managed to stay away from it this long.

Thanks anyway
Reply
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