Microsoft KB Archive/862059

= How to add activities and notes to a contract that is not in draft status in Microsoft Business Solutions CRM =

PSS ID Number: 862059

Article Last Modified on 5/5/2005

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The information in this article applies to:

 Microsoft Business Solutions CRM Customer Service, when used with:  Microsoft Business Solutions CRM 1.2

 Microsoft Business Solutions CRM 1.0 

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TechKnowledge Content
SUMMARY

When a contract is in Draft status, you can add notes and activities to the contract. Once you invoice a contract, you no longer see the New Activity or New Note button available on the contract.

Notes and activity records cannot be created for objects that are considered read-only. Once a contract has been invoiced it is considered read-only and cannot have notes or activity records created for it by the user.

MORE INFORMATION

To attach an activity to a contract. Navigate to Workplace to add an activity. When defining your activity, associate the activity to the case by specifying the case in the Regarding field.

1. Click on Workplace, select Activities and create a new activity.

2. Set the Regarding field to the contract for which you would like to associate the activity.

This article was TechKnowledge Document ID: 33915

Keywords: kbMBSMigrate KB862059

Technology: kbBizSolSearch kbCRM kbCRMCustServ kbCRMSearch

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