Entering an Activity - Customer Card
- Customer
- Paste Special
Customers and Suppliers in Customer register
- Enter the Customer Number or use the 'Paste Special' function. When you press Return, the Customer or Supplier's name, Primary Contact and Telephone Number will be entered into the fields below. If you enter a Project on the 'Project' card (described below), the Customer details will be brought in automatically.
- If the Activity Type of this Activity belongs to an Activity Class whose Force Entry Of Customer option is on, you must enter a Customer before you can save the Activity.
- By default, the 'Paste Special' list shows Customers. Click the [Suppliers] button if you need to see Suppliers.
- Name
- The Customer or Supplier Name is entered by Hansa after you have entered the Customer or Supplier Number.
- Contact
- Paste Special
Contact Person register, CRM module
- Enter the name of a Contact Person or select one from the Contact Person register. The 'Paste Special' function only lists Contact Persons for the Customer in question. If a Contact has been entered to the Primary Contact field on the 'Contact' card of the Customer record, this will be brought in as a default.
- Phone
- The Customer or Supplier's Telephone Number is entered by Hansa after you have entered the Customer or Supplier Number.
- Result
- Paste Special
Activity Types setting, CRM module
- Enter an Activity Type to show the outcome of the Activity. When you press Tab or Return, the Current Date and Time will be brought into the End Date and End Time fields respectively, if they are empty. When the Activity is marked as Done and saved, Hansa will try to find an Activity Consequence record for the particular Activity Type/Result combination that has been used. If one is found, a new Activity will be created, as determined by that Activity Consequence record.
- If the Activity Type of this Activity belongs to an Activity Class whose Force Entry Of Result option is on, an entry must be made to this field before the Activity can be saved.
Introduction to Activities
