What does this section cover?

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.

Activity Types  attributes 

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

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

3. Main Information

   1.  Provide the required information

4. Allowed Attributes

   1. Allowed Services

      1. Click on "Add" and search using the search modal for the Service you would like to add. 
      2. Select the service and click on "Select"
         1. Select a classification of the service between Mandatory and Optional
         2. Select whether the service will be fixed or flexible
         3. Define the minimum time spent (whether is fixed or flexible)
         4. Add a check in the box if you would like the service to be automatically applied
             

   2. Allowed Statuses

      1. Click on "Add" and search using the search modal for the status you would like to add. 
      2. Select the status and click on "Select"
      3. Add at least one status per available Life Cycle State
      4. Check the box of the status that you would like to set as default. i.e. when a new activity is created
          

   3. Allowed Category

      1. 1. Click Find to search for the category based on your needs
            1. A modal window opens with a tree structure of the available categories. 
            2. Click to select the category you need

5. Allowed Organisational Units

   1. Click on "ADD" and select between
      1. COMMUNITY
      2. GROUP
      3. UNIT
   2. Use the Search modal to select the Organisational unit you would like to add.
   3. You can select any type of Organisational unit according to the restrictions that you would like to set or none at all.

   

    

    

6. From the Top Menu click on SAVE

7. Log Information

   Log information section keeps all the logging information related to the specific record

   • Basic set of information available in all entities
     • Created By User: The user that created the entity
     • Created By Unit: The unit of the user that created the entity
     • Updated By User: The user that last updated the entity
     • Updated by Unit: The unit of the user that last updated the entity
     • Date Created: The date the account was entity
     • Date Updated: The date the account was last entity
       

Deleting an Activity Types

1. Search for the entity that you would like to delete
   Visit  Using Summary Pages   to find out how you can search using CRM.COM Summary Screens
2. Click on the link of the record you would like to delete, to be transferred to the Data Entry page
3. From the actions menu click on "DELETE"
    The entity will be deleted given that the validations are satisfied