Associations

You can enter associations for tasks and calendar events. Associations represent the entity and corresponding contact person for which the activity is created. You can associate an activity with any of the following entities, and specify a contact for that entity:

• Address Book record

• Customer

• Partner

• Lead

• Opportunity

• Case

Note: The Partner, Lead, Opportunity, and Case fields are displayed only if the system is set to CRM mode.If you enter associations that are related to CRM applications, then after you save the activity record, you can view that activity from the corresponding entity record. For example, if you associate an activity with a customer, you can view all of the activities for that customer when you inquire on the customer record.

See "Managing Sales Leads" in the JD Edwards EnterpriseOne Applications Customer Relationship Management for Sales Implementation Guide, "Managing Sales Opportunities" in the JD Edwards EnterpriseOne Applications Customer Relationship Management for Sales Implementation Guide, and "Managing Customer Information" in the JD Edwards EnterpriseOne Applications Customer Relationship Management Fundamentals Implementation Guide, and "Managing Partners" in the JD Edwards EnterpriseOne Applications Customer Relationship Management Fundamentals Implementation Guide, and "Managing Contacts" in the JD Edwards EnterpriseOne Applications Customer Relationship Management Fundamentals Implementation Guide.