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Question

Template for Business Activities

  • November 12, 2024
  • 2 replies
  • 43 views

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Hello Community,

Some business activities are similar to each other and require identical information. Is it possible to create a template for business activities in IFS Cloud, to be able to record these more quickly? Or do you have other ideas?

 

Thank you in advance!

2 replies

Buddhika Kurera
Superhero (Employee)
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  • Superhero (Employee)
  • 388 replies
  • November 12, 2024

@InnJanamS  Business Activities in Relationship Management > Supplier Relationship Management > Business Activity > Business Activities can be duplicated. It gives a copy of a business activity. Please check if it meets your requirements.


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  • Author
  • Do Gooder (Partner)
  • 1 reply
  • December 5, 2024

Hi ​@Buddhika Kurera 

Thanks for your answer! But unfortunately this doesn't quite fulfil my or my customers' requirements. With a copy, you always have to find the right activity in advance. With a large number of similar activities, this is sadly not a time-saver. It would be nice if it wasn't a copy, but if I could select a template when creating the activity. But I think that will be difficult, so I have to look for an alternative.


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