Using an Activity Party

Published: Mar 14, 2023

Using an Activity Party

Published: Mar 14, 2023
  1. On the Integration tab click on Additional Columns tab.
  2. Click on the Add Additional Column button.
63c5abace9f2c765da31d7b4 AddAdditionalColumnButton

  1. The Additional Column window will open.
  2. Name – Enter a name for the column.
  3. Tab off the Name field to enable the Type field.
  4. Type – Select Activity Party from the Type dropdown list.
63cad78276ddda824db5a08a CEActivityParty

  1. Click Add Activity Party.
  2. From the Entity dropdown list select the entity to be linked.
  3. From the Column dropdown list select the source column that contains the Activity Party to be linked.
  4. Add extra rows if required.
  5. Click Save to save the column settings.

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