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
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
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
Back to the list
Latest Posts
Boa tarde Hansa actualizado e está o problema do ATCUD está resolvido. Cumprimentos...
19:44 2 Feb 2023
Frederico Ventura
Feito!! Obrigado pelo apoio. Cumprimentos...
16:53 25 Jan 2023
You can subscribe to notifications for any post in this forum by selecting the 'star' icon on the top right corner of the topics list. You have to log in to use this functionality.