Relocation Action Behavior
The behavior of the relocation action is configurable. The following table shows an example of this behavior.
In the... | Relocate... |
---|---|
Pharma application |
A record from the Activities list to the daily calendar applet updates the Planned Start date for the activity according to where it is dropped on the calendar. |
Consumer Sector application |
Records from the Activities list to the calendar applet creates a new record of type In Store Visit for the account, and associates appropriate activity records to the new In Store Visit record. If multiple records are relocated, then the account for the new record is based on the account of the last record in the relocated group. |