Accepting Activities

Owned by Persia Xenopoulou (Deactivated)
Last updated: Sept 30, 2015
1 min read

What does this section cover?

What is Activity Acceptance?

Assignable Entities which are assigned to a Unit and not a specific User, need to be accepted in order to be closed. If the entity is not accepted then a specific user cannot be specified by using the "EDIT" button although the rest of the information can be modified.

Whenever an  /wiki/spaces/V4Manual/pages/9833341 record is accepted, the assigned to user field is set as the user that accepted the record and the assigned to unit is set equal to the unit that the user used to log in.

Validations and Restrictions

ActionValidations
Accept
  • All users can accept an /wiki/spaces/V4Manual/pages/9833341 in CRM.COM if they are allowed to do so by the security profile assigned to them. For example, users can accept the assignment of an activity if the security profile assigned to them has enabled the "accept activities" additional process.
  • The unit that the user used during log in should be the same as the assigned to unit or it should be within the same group and higher in the units hierarchy.

Activity Acceptance

  1. Navigate to Activities

  2. Search for the Activity you would like to accept 

    Use Assign To Unit filter to find activities assigned to your Unit

  3. From the Action Menu click on Actions > "ACCEPT"
    The  activity will be assigned to the user you have used for logging in the system

 

Visit Understanding Activities for business examples related to Activity Acceptance

Related Areas

Popular Labels