Adding a New Activity for Account or Contact

Add a new activity to an account or contact, or both.

  1. On the home screen, select Activities.
  2. Select Add New Activity for Windows Mobile Professional, or Create Activity for Windows Mobile Standard.
  3. 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.

  4. Add a Description for the new activity.
  5. (Optional) Change when the activity starts or ends.
  6. (Optional) Add Notes for this activity.

    For Windows Mobile Standard, select Next to continue.

  7. 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.
  8. Select Save.
Next
You can change the activity status, from the default Open, once it is saved on the SAP system.
Related tasks
Searching and Viewing Activities
Adding an Existing Activity to Account or Contact
Logging a Phone Call as an Activity
Logging an E-mail as an Activity


Created March 2, 2010. Send feedback on this help topic to Sybase Technical Publications: pubs@sybase.com