This activity is used to view information about a lead, account or supplier contact in the CRM- or SRM-panel. Select/open one mail or calendar item in Outlook. Go to IFS CRM/IFS SRM tab and click on the icon to open the CRM- or SRM-panel. Click on the contact in the Recipients/Attendees list to go to the details page for the contact. View contact details. Click on the edit icon to edit the information. View Business Activities, Business Opportunities and Business Mails connected to the contact. The upper part of the list gives a summary of the recent interactions with the contact. The layout of the details page can be configured using the page designer from the CRM Contact or SRM Contact page in CRM/SRM-panel Configuration.
The Business Activities list shows all activities connected to the contact. Click on a record to view more details. Click View in IFS Cloud Web to open the Business Activity page in IFS Cloud Web. Click Copy link to copy the link to the Business Activity page. Click Connect Mail to save the selected mail as a Business Mail and connect it to the Business Activity. Click New Outlook Appointment to create an outlook meeting using information from the business activity. Click In Progress or Completed to change the status of the business activity.
The Business Opportunities list shows all opportunities connected to the contact. Click on a record to view more details. Click View in IFS Cloud Web to open the Business Opportunity page in IFS Cloud Web. Click Copy link to copy the link to the Business Opportunity page. Click Connect Mail to save the selected mail as a Business Mail and connect it to the Business Opportunity.
The Business Mails list shows all mails connected to the contact. Click on a record to view more details. Click View in Office 365 to open the mail. Click View in IFS IFS Cloud Web to open the Business Mail page in IFS Cloud Web. Click Copy link to copy the link to the Business Mail page.
There are no system effects.