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This text refers to program version 6.2  

Creating Activities from Other Registers

Many Activities will be created remotely from Contacts, Customer Letters, Quotations or Mails using the 'Create Activity' Operations menu function. The Activity and the originating record will remain connected to each other through the Attachments facility. This allows you to open the originating record quickly and easily when reviewing the Activity, or to open the Activity from the originating record. When viewing the Activity or originating record, click the [Attachments] button (with the paper clip image) to open a list of attachments. Then double-click an item in this list to open it.

For example, the following Activity was created from a Quotation:

The [Attachments] button with the paper clip image shows that the Activity has at least one attachment:

Click this button to open a list of the objects attached to the Activity:

To open the Quotation, double-click the appropriate line in the list. The Quotation opens:

You can also open the Activity from the Quotation in a similar manner.

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In this chapter:

• Introduction
  

• Viewing Activities
  

• Entering an Activity
  

• Creating Activities from Other Registers
  

• Completing an Activity
  

• Operations Menu

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