Move Activities to Another Company
This page describes the 'Move Activities to Another Company" Maintenance function in the CRM module.
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If your Standard ERP database contains more than one Company, an Activity will usually be saved as follows:
- If the user creating the Activity is a Global User, the Activity will be saved in the Global User's Main CRM Company.
- If the user creating the Activity is not a Global User, the Activity will be saved in the Company in which the user is working at the time.
Please refer to the
Activities in a Multi-Company Database page for more details about working with Activities when there is more than one Company.
You can use the 'Move Activities to Another Company' function if you need to move Activities from one Company to another. This can be useful if, for example, you need a Person's Activities to be visible in more than one Company, if a Person created an Activity in the wrong Company, or if you simply need all Activities to be stored in the same Company.
To use this function, you should be working in the Company where the Activities are currently stored.
- Period
- Paste Special
Reporting Periods setting, System module
- Activities whose Start Dates fall in the period specified here will be moved to the destination Company.
- User
- Paste Special
Person register, System module and Global User register, Technics module
- Enter the Signature of the Person whose Activities are to be moved. Every Activity in which this Signature is included in the Persons or Cc fields will be moved.
- If the Persons or Cc field of an Activity contains several Persons including the one specified here, that Activity will be moved to the destination Company. However, in the destination Company, all other Persons will be removed from the Persons and Cc fields, leaving the Person specified here as the only entry in the Persons field.
- You must specify a Person, otherwise the function will have no effect.
- To Company (code)
- Specify the Code of the Company to which the Activities are to be moved (the destination Company).
- You must specify a destination Company, otherwise the function will have no effect.
- Transfer How
- Choose the Copy option if you want the Activity being moved to be left in the original Company. Choose the Move option if you want the delete the Activity from the original Company. An Activity whose Persons or Cc fields contain several Persons will not be deleted from the original Company.
- Include
- Use these options to choose whether Activities marked as Done, Activities not marked as Done or both are to be moved to the destination Company.
- Task Type
- Use these options to choose whether Calendar, To Do or Timed To Do Activities or any combination are to be moved to the destination Company.
- Calendar
- Use these options to choose whether Time, Profile or Don' Show Activities or any combination are to be moved to the destination Company.
Press the [Run] button to the move the Activities to the destination Company.
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Maintenance functions in the CRM module:
Go back to:
Introduction to Maintenance in the CRM Module
