我想知道如何向活动实体添加属性
我想知道如何向活动实体添加属性。 目前默认的活动是 电子邮件、任务、信件、传真、电话、预约、活动、服务 我想在选择列表中添加更多内容。我已经尝试过自定义实体>活动>属性>活动类型代码。一旦我到达活动任务中的属性列表,选择列表就会被锁定,您无法修改或添加。我将如何向选择列表添加属性?
I would like to know how I can add attributes to the activity entity.
Currently the default activities are
Email, Task, Letter, Fax, Phone call, Appointment, Campaign, Service
I would like to add more to the pick-list. I have already tried going into customizing entities > Activities > Attributes > Activity type code. Once I get to the list of attributes within the Activity tasks, The Pick list is locked and you are not able to modify or add. How would I go about adding attributes to the pick list?
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你不能。 CRM 有一组活动列表,您无法在该列表中添加或删除任何内容。
You can't. CRM has a set list of activities, and you can't add or remove anything from that list.
您无法添加新的活动类型。
我(和其他人)经常做的是出于另一个原因重用某些类型。我通常会重用传真,但很少使用。
You can't add new activity type.
What I (and others) often do is reuse certain type for another reason. I usually reuse Fax, which is rarely used.
如果您想同时为所有活动添加属性,则不能,但您可以单独为所有活动添加属性。
...以防万一有人真的想“向活动实体添加属性”并找到这个问题。
If you want to add attributes to all the activities at the same time, you can't, but you can add attributes to all the activities independently.
... just in case that somebody is really looking to "add attributes to the activity entity" and find this question.