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Former Member
Dec 02, 2009 at 12:47 PM

Make activity available only as follow-up

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Hello,

is there a possibility in CRM 2007 to deactivate an activity to be created from the activities work center so that it is only available as follow-up from e.g. an opportunity?

Example:

There would be an activity "ZXY Follow-up opportunity" and it should only be possible to create this as follow-up of "OPPT Opportunity" and not with "new" activity.

Thanks in advance

Best regards

Thorsten