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HansaManuals

Introduction to Settings in the CRM Module

Activity Classes

Activity Consequences

Activity Types, Subsystems

Additional Email Recipients

Classification Types

Company Workflow Overview

Customer Classifications

Customer Status Report

Supplier Status Report

Job Descriptions

Number Series - Customer Letters

User Defined Fields - Activities

User Defined Fields - Customers

User Defined Fields - Items

User Workflow Overview

Tutorials for Standard Accounts

Pssst - a Tip just for you

Need to Share Information - and update it in real time?

HansaManuals Home >> Standard ERP >> CRM >> Settings

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This text refers to program version 4.2

Activity Consequences - Header

Type, Result: Paste Special Activity Types setting, CRM module; New Activities will be created when existing Activities with a particular combination of Activity Types and Results are marked as Done and saved. Use these two fields to specify that combination. Only a single Activity Consequence record can be saved for each Activity Type/Result combination.
To Do: Check this box if you would like the Task Type of the new Activity to be To Do. Otherwise, the Task Types in the new and old Activities will be the same.
Copy Links: Check this box if you would like the attachments of the old Activity to be copied to the new one.

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