Using an Activity Party

  1. On the Integration tab click on Additional Columns tab.
  2. Click on Add Additional Column button.

  3. The Additional Column window will open.
  4. Name – enter a name for the column.
  5. Tab off the Name field to enable the Type field.
  6. Type – select Activity Party from the Type dropdown list.

  7. Click Add Activity Party.
  8. From the Entity dropdown list select the entity to be linked.
  9. From the Column dropdown list select the source column that contains the entity reference to be linked.
  10. Add extra rows if required.
  11. Click Save to save the column settings.

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