Managing Assignees for an Activity

Access the Add Activity form to enter assignees while you are creating a new activity, or access the Edit Activity form to manage assignees for an existing activity. Scroll to the Assignee portion of the form.

Note: The system does not display some of these fields when you access this form from CRM programs or when the user type is set to CRM in the processing options of the calling program (entry point).

Identifier Type

Select the identifier type for the entity to which you want to assign the activity.

Identifier

Enter the identifier to which you want to assign the activity.

Calendar Type

Enter the type of calendar for the value that is specified in the Identifier field.

Notify Assignees Now

Click to notify the assignees of the task or event.

Delete Assignee

Select an assignee in the grid, and then click this option to remove the assignee from the activity.