03-04-2011 11:55 AM
Now, we are customizing the SLX Web Client and I was was now wondering, that i can schedule an activity and a personal activity.
What is the deifference between both of them?
Thanks you for the reply....
03-06-2011 06:08 AM
Personal Activity is just an Activity type and has been part of SalesLogix WIndows/LAN all along - The Web just provides a "like-for-like.
Personal Type in Windows/LAN is a bit stripped down and only has:
Start date/time, timeless, alarm, duration, Name, Account, Regarding (It's own picklist), Notes, Priority, Leader.
Three tabs: general Recurring, Attachments
NOTE: In The LAN/Web, The Name can ONLY be a Contact - there's no Contact/Lead choice liek teh web.. BUT you can easily "fix" this missing capability. Web also lets you associate an Opportunity and/or Ticket - which really does not fit the profile "of Personal" and we took it out of our web version to make it work like WIndows/LAN.
04-08-2011 12:47 PM
Additionally, the seruity difference is a "Personal" Activity can only be seen by you. It is not shown to others in your team.
John PeronaDirector, Infor CRM Development