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Re: Partner determination in CRM

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HI,

let me try to describe a scenario and my requirement.

 

scenerio:

i have an activity with a relation to an organization unit,

i have set up a follow up from that activity to create an appointment.

 

organization unit responsible >

       | > organization unit connected to the activity >

                | > manager -> business partner

                | > employee > business partner

       | > organization unit 2 >

                | > manager > business partner

                | > employee > business partner

 

my requirement :

 

1. add attendees to the newly created appointment, the attendees will be the employees, of the organization unit, in addition I would like to differentiate managers from normal employees, one will go to one attendee type (with mapping) and the other to other attendee type.

 

2. Also, if possible, I would like to add the employees of "organization unit 2", a diagram of where it is in the tree :

 

Hope it's clearer, thanks.


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