Add a new activity to an account or contact, or both.
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On the home screen, select Activities.
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Select Add New Activity for Windows Mobile Professional, or Create Activity for Windows Mobile Standard.
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In the
Create Activity screen, select the activity type, then Next
.
- Appointment
- Incoming Call
- Incoming E-Mail
- Meeting
- Outgoing E-Mail
- Outgoing Phone Call
- Task
Your SAP system might have more or different choices.
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Add a Description for the new activity.
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(Optional) Change when the activity starts or ends.
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(Optional) Add Notes for this activity.
For Windows Mobile Standard, select Next to continue.
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Indicate the account or contacts associated with this activity.
The main activity partner is on top. The choices you see here depend on the choices in the SAP system.
Option |
Description |
Activity Partner |
Select one or more
contacts as the activity partner. |
Contact Person |
Select one or more contacts. |
Attendee |
Select one or more
contacts to include with this activity. |
Employee Responsible |
Employee responsible for the activity.
|
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Select
Save.
Next
You can change the activity status, from the default
Open, once it is saved on the SAP system.