Contact Management Preferences - Activities

Setup Options > Preferences > Contact Management > Activities

Define your own descriptions for the selections of colors at the Follow up flag field of the Contact Activity Posting program (e.g. Red represents Urgent). The default selections are replaced by the selections you enter here.

This applies to activities against which attendees are defined. When you post an activity with attendees, the system automatically creates activities for the contacts listed as attendees. These activities include any attachments included by the originator of the activity. Any attendee who has security access to maintain activities can change the activity for all other attendees.

This limits the location defined against any activity to the locations currently defined in the drop down list of locations.

This limits the Regarding text defined against any activity to the list of regarding texts currently defined.

This limits the Result defined against any activity to the list of results currently defined.

This limits the 'User field 1' defined against an activity to the list of user defined texts defined for these fields.

This limits the User field 2 defined against an activity to the list of user defined texts defined for these fields.

This limits the User field 3 defined against an activity to the list of user defined texts defined for these fields.

This configures an alternate location for storing activity attachments from the SYSPRO Contact Management system. By default, activity attachments are stored in a sub folder of the SYSPRO Work folder.

This uses the standard folder as the location for attachments (\work\crm.?\activity\attach where ? refers to the company id).

This defines a specific folder as the location for attachments.

This is the folder you want to use for attachments. It can exist anywhere on your server, or on any drive that has been mapped to the server. The path always ends in slash and must not contain quotes.

This indicates the description for the three user defined fields for Activities.

They default to User field 1, User field 2 and User field 3, but can be changed here.