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Associating a Follow-Up Activity with a Parent Activity

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Any activity may be associated with a parent activity. For example, an activity such as a conference call might result in a number of follow-up activities. To record the relationship, the conference call activity would be specified as the parent activity for each of the follow-up activities.

To associate a follow-up activity with a parent activity

Navigate to the Activities screen, and in the Activities list, select the child activity.
In the Parent Activity field, click the select button.

If necessary, click the show more button in either the Activity form or the More Info form to display the Parent Activity field.

In the Activities dialog box, query to locate and select the parent activity, and then click OK.

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