|
Activity
Type
|
Description
|
Criteria/Rule
|
|
New
Orders
|
Ship-to
customer placing an order, bill-to customer on an order, or pay to customer
on an order.
|
Selected customer
must not be deceased or duplicate.
|
|
Renewed
Orders
|
Ship-to
customer on a renewal order and bill-to customer on a renewal order.
|
Ship-to
customer must not be deceased or duplicate and bill-to customer must not be
deceased or duplicate.
|
|
Committee
|
Customer
is assigned to a committee, customer is nominated for a committee, and
customer is “represented by” a committee member.
|
Selected
customer must be active.
|
|
Contact
Tracking
|
Contact
tracking record is created for a customer, customer is selected as the
“Person Contacted” on a contact tracking record.
|
Selected
customer must not be deceased or duplicate.
|
|
Customer
Address
|
A new
address is being created for Customer A, who selects Customer B in the
address screen to link to Customer B’s address.
|
Customer A
and B must not be deceased or duplicate.
|
|
Customer
Links
|
Customer
is selected as the primary employer of another customer, customer is selected
as the primary contact of another customer, and customer is selected as the
“Related To” customer in other relationships.
|
Selected
customers must be active.
|