Change Activity Account

Explanation

This activity allows you to update the existing header account-based connection of a business activity by using the Change Account command. With this command, you can choose which contacts and related accounts to retain when updating or changing the header account for the business activity record associated with those contacts and accounts.

You can keep the toggle for Add the Original Account as a Related Account enabled if you choose to add the previous header account as a related account for the activity. By clicking OK on the confirmation message in the Change Account dialog, you will change the connection from the previous account to the new account, along with all the selected contacts and related account records.

Prerequisites

• Business Activity header must have been entered.
• Contact and related accounts need to be entered as required.

System Effects

• Once you confirm the change of account for the activity, the existing activity account will be replaced with the newly selected account. The selected information from contacts and related accounts will remain as involved parties in the business activity.
• By enabling the toggle, you can add the previous header account as a related account to the newly changed activity.

Pages

Business Activity

Activity Diagrams

Enter and Handle Business Activity