Add Third Party Contact

Explanation

This activity is used to specify third party contacts for an opportunity or activity. I.e. you can add contacts to an opportunity or activity without adding the person as a contact for the opportunity/activity account. Click New in the Contacts section to open the Add Contact dialog. In the lower part of the dialog you can add contacts which are not connected to the account/supplier. Select a contact person from the list or enable the New option to register a new contact. Disable the Connect to Customer option to add the contact to the opportunity or activity but not to the account.

Prerequisites

• The business opportunity or business activity must have been entered and saved.
• The person must have been specified as a customer contact in the Person page.

System Effects

This activity has the following system effects:

• Contacts are entered for the business opportunity or business activity but not for the account.
• If the contact is not already defined as a person, the contact will be registered in the Person page.

Pages

Business Activity

Activity Diagrams

Enter and Handle Business Activity