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Learn how you can configure Activity Statuses

What does this section cover?

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What are Activity Statuses?

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

Creating, Editing

&

and Deleting Validations

&

and Restrictions

 

ActionRestrictionsAdditional Information
General
  • Multiple Activity statuses can be configured in the system and each one is mapped with an activity life cycle state. 
  • On changing the activity status the activity life cycle state is updated accordingly.
Delete
  • Activity statuses cannot be deleted if they are already used by activities which are still not completed or if they are included in the list of allowed statuses in one of the available activity types. 
  • Deleted activity statuses are still visible on activities which were created using those statuses.

Activity Statuses attributes 

Name

Description

Name*The name of the activity status
Alternative codeCode*The alternative code of the activity status
DescriptionA description of the activity status
Life cycle stateCycle StateThe life cycle state that the activity should automatically be set to if the activity's status is set to the specified 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

  1. Navigate to Configuration > CRM Application > Activities > Set Up Statuses
  2. Either search for an existing one or from the Top Menu click on on "NEW"
  3. MAIN INFORMATION

    Main Information

    1.  Provide the required information
      Activity Status Main Information Tab 

    LOG INFORMATION

  4. Log Information

  5. Include Page
    Log Information - Global
    Log Information - Global
  6. From the Top Menu click on Saveon "SAVE"

Deleting an Activity Status

Include Page
Deleting a record - Global
Deleting a record - Global

 

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