Any Transaction is considered as an event. For transactions add, edit and delete event will be different.
Work / task created by transaction event will have transaction type (identity- like Lead, Opportunity), transaction number, date, subject –additional field predefined for each transaction- like contact type name.
Task can be set auto or manual –transaction wise.
Transaction print out can be attached automatically.
Content of message for task can be configured by dynamic message builder. The details will be inserted automatically in configured message by the system.
Task can be intimation type. Intimation can be delivered on email to outside of organization persons like suppliers or customers. Auto e-mail will be sent for intimation with attachment of transaction prints out (if required).
Manual work / Task can be generated for one or multiple user. Subject and details for the work can be entered while defining the task.
