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. Tap Add New Activity .
   
3. In the New Activity screen, select the activity type.
   • 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, then select Done .
5. (Optional) Change when the activity starts or ends.
6. (Optional) Add Notes for this activity.
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. Tap and drag the Reorder indicator to move a partner to a different position.

   Option	Description
   Activity Partner	Select one or more accounts as the activity partner.
   Contact Person	Select one or more contacts.
   Attendee	Select one or more accounts to include with this activity.
   Owner	Select one more more contacts.

8. Tap Done.

You can change the activity status, from the default Open, once it is saved on the SAP system.

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