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Back to Activities Main Page

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Learn how you can to configure Activity Statuses

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Table of Contents

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Navigating to Activity Statuses

Info

CONFIGURATION > CRM APPLICATION > ACTIVITIES > SET UP STATUSES

What are Activity Statuses?

Action

Activity statuses Statuses are used to define the state of a specific Activity. The allowed and default activity statuses Activity Statuses are specified on the activity types. 

Creating, Editing and Deleting Validations and Restrictions

 

Activity Types. 

  • Navigate to Activity Statuses and explore existing entries via the Summary page.  
  • Click on the link (Name or Number) of the entry of your interest to enter the Data Entry page and see more detail. 
  • Use the Actions Menu to create a NEW Activity Status, modify (EDIT) or DELETE  an existing one.  
  • Use the BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Activity Statuses.

Check the Validations & Restrictions Table below for a list of available Actions when working with Activity Statuses, including each Action's related validations, restrictions, and additional information.  View the Attributes Table for a comprehensive description of the Activity Statuses fields.

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validations
Validations & Restrictions

ActionValidationsRestrictionsAdditional InformationGeneral
Create
  • Mandatory Fields must be defined.
  • Multiple Activity statuses Statuses can be configured in the system System and each one is mapped with an activity life cycle stateActivity Life Cycle State. 
  • On changing the activity status the activity life cycle state is updated accordingly.
Delete
  • Activity statuses
  • Not Applicable
Edit
  • Mandatory Fields must be defined.
  • Multiple Activity Statuses can be configured in the System and each one is mapped with an Activity Life Cycle State. 
  • Not Applicable
Delete
  • Not Applicable
  • Activity Statuses cannot be deleted if they are already used by activities Activities which are still not yet completed or if they are included in the list of allowed statuses Statuses in one of the available activity typesActivity Types. 
  • Deleted activity statuses Activity Statuses are still visible on activities Activities which were created using those statusesStatuses.
Activity Statuses attributes 

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 Attributes

An * indicates a field is mandatory.

Log Information

Include PageLog Information - GlobalLog Information - Global

Deleting an Activity Status

Include PageDeleting a record - GlobalDeleting a record - Global 

Name

Description

Main Information
Name*The name Name of the activity statusActivity Status
Alternative Code*The alternative code of the activity statusAlternative Code of the Activity Status. Unless otherwise specified, the Alternative Codes for new entries default to the Name initials in capital letters.
DescriptionA description Description of the activity statusActivity Status.
Life Cycle State

The

life cycle state

Life Cycle State that the

activity

Activity should automatically be set to, if the

activity's status

Activity is set to the specified

status

Status. The supported

activity life cycle states are the following: Pending, In progress, Completed

Defining your own Activity Statuses tailored to your company's needs

  • Navigate to Configuration > CRM Application > Activities > Set Up Statuses
  • Either search for an existing one or from the Top Menu click on "NEW"

  • Main Information

    1.  Provide the required information
      Activity Status Main Information TabImage Removed 

  • From the Top Menu click on SAVE

    • Activity Life Cycle States are:

    • Pending
    • In progress
    • Completed
    Log Information
    Log DetailsThe standard set of Log Details information available in all entities.
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