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Former Member
Mar 03, 2009 at 06:35 PM

Creation of a follow-up document

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Dear experts,

In the Web IC, I would like to create an activity as a follow-up document of another contact.

In the "Follow-up" block, I select my transaction type and then click on the "Follow-up" button.

Then I can access my new contact by clicking on the link In the "Activity Clipboard.

But I'd like to access my new activity directly when I click the "Follow-up" button. The click should launch the creation of the activity.

Does anybody know how to customize this?

Thanks a lot for your helpfull information.

Pascale