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author's profile photo Former Member
Former Member

Appointments for multilple Contacts of different Account

Hi All,

In Outlook/Lotus Notes, appointments can be created for multiple people.

Could you please let me know how to do this in SAP CRM?

Regards,

Piyush

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    author's profile photo Former Member
    Former Member
    Posted on Jul 07, 2008 at 06:05 PM

    Hi Piyush,

    Its not clear what do you mean by creating appointments for multiple people. Are you talking about creating a appointment with multiple contacts involved or creating a task for a group...

    Cheers,

    Peter J.

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    • Former Member Former Member

      Hi Peter,

      At appointments, we select the contact person and Account.

      Parties involved will have this information.

      As you suggested, add new party as the contact person and schedule the appointment.

      However, how it will be identified that Contact person for which ???Account???.

      How this can be sorted out?

      Regards,

      Piyush

      For ex. Appointment has been created for Contact C1 of Account A1.

      In Parties involved, Contact C2 has been added.

      However, how it can be identified that Contact C2 has represented account A2 or Account A7.

      I hope, this explains the scenario.

      Edited by: Piyush Gangwal on Jul 10, 2008 5:56 PM

  • author's profile photo Former Member
    Former Member
    Posted on Aug 10, 2008 at 07:03 PM

    going with Action solution which will split the appointments into multiple appointments

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