| Excerpt | ||
|---|---|---|
| ||
Learn how you can configure Activity Types |
What does this section cover?
| Table of Contents | ||
|---|---|---|
|
What are Activity Types?
Activity types define the behavior and the nature of each activity. Via Activity Types you can define allowed statuses, categories, cancellation reasons as well as who will be allowed to create activities of the specific activity type
Creating, Editing and Deleting Validations and Restrictions
Activity types cannot be deleted if they are already used by activities which are still not completed. Deleted activity types are still visible on activities which were created using those types, as this entity is a Controlled Selection Access Entity.
| Action | Restrictions | Additional Information |
|---|---|---|
| General |
|
|
| Create |
| |
| Delete |
|
|
Activity Types attributes
Name | Description |
|---|---|
| Name* | The name of the activity type |
| Alternative Code* | The alternative code of the activity type |
| Description | A description of the activity type |
| Estimated Completion Time* | The time that is estimated to be spent on activities of this type in order to complete it, measured in minutes, hours, days, weeks, months or years. This information is used to set the estimated completion time on each activity of this type |
Default Status on Start Progress | It determines the status that should be automatically selected on starting the activity progress. The available options include all the allowed statuses which are related with the in progress life cycle state |
Default Status on Complete | It determines the status that should be automatically selected on completing the activity. The available options include all the allowed statuses which are related with the completed life cycle state |
Default Status on Cancel | It determines the status that should be automatically selected on cancelling the activity. The available options include all the allowed statuses which are related with the cancelled life cycle state |
| Allowed Statuses* | The activity statues which are allowed to be used in activities of this type. At least one status per each activity life cycle state should be specified in this section. The default activity status is also specified in this section. |
| Allowed Categories | The activity categories which are allowed to be used in activities of this type |
| Allowed Services | The services which are allowed to be used in activities of this type. Only one time services can be specified.The following information is specified on each allowed service:
|
| Allowed Organisational Units | The organisational units that can use the specific activity type |
Defining your own Activity Types tailored to your company's needs
- Navigate to Configuration > CRM Application > Activities > Set Up Types
- Either search for an existing one or from the Top Menu click on "NEW"
Main Information
Provide the required information information
Allowed Attributes
Allowed Services
- Click on "Add" and search using the search modal for the Service you would like to add.
- Select the service and click on "Select"
- Select a classification of the service between Mandatory and Optional
- Select whether the service will be fixed or flexible
- Define the minimum time spent (whether is fixed or flexible)
- Add a check in the box if you would like the service to be automatically applied
Allowed Statuses
- Click on "Add" and search using the search modal for the status you would like to add.
- Select the status and click on "Select"
- Add at least one status per available Life Cycle State
- Check the box of the status that you would like to set as default. i.e. when a new activity is created
Allowed Category
Include Page Adding a Category - Global Adding a Category - Global
Allowed Organisational Units
Include Page Setting Allowed Organisation Units - Global Setting Allowed Organisation Units - Global - From the Top Menu click on SAVE
Log Information
From the Top Menu click on "SAVE"Include Page Log Information - Global Log Information - Global
Deleting an Activity Types
| Include Page | ||||
|---|---|---|---|---|
|
| Note |
|---|
Visit Understanding Activities for business examples related to Activity Types |
| Panel | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||
Related Areas
|
| Panel | ||||||
|---|---|---|---|---|---|---|
| ||||||
Popular Labels
|