Module Configuration - Activity

Deskera CRM provides the user with different modules like leads, accounts, opportunities, activities etc. The settings and configuration for these modules can be defined in Module Configuration under Master Configuration. This article focuses on the settings and configurations for Activity module.

Prerequisites:

1. Ensure you have your Deskera CRM application URL in place.

2. Ensure you are the administrator/ assigned user of the CRM application.

3. Ensure a good internet connectivity.

Step 1: Go to Master Configuration under Administration on the CRM dashboardFig.5.10.1.8.1 CRM Dashboard

Step 2: Go to Activity under the Module Configuration Tab.Fig.5.10.1.8.2 Module Configuration

1. Activity ID FlowFig.5.10.1.8.3 Module Configuration

Fig.5.10.1.8.4 Activity List

2. Set Default Activity OwnerFig.5.10.1.8.5 Module Configuration

Fig.5.10.1.8.6 Activity List

3. Configure Daily Activity NotificationsFig.5.10.1.8.7 Module Configuration

4. Notification Settings for Service Type ActivitiesFig.5.10.1.8.8 Module Configuration

5. Set Predefined ActivitiesFig.5.10.1.8.9 Module Configuration

Fig.5.10.1.8.10 Predefined Activities

6. Set Activity Closed StatusFig.5.10.1.8.11 Module Configuration

7. Notification Template for New ActivityFig.5.10.1.8.12 Module Configuration

Fig.5.10.1.8.13 Notification Template

8. Auto Extend Activity End DateFig.5.10.1.8.14 Module Configuration

9. Configure Maintenance Request NotificationsFig.5.10.1.8.15 Module Configuration

10. Configure Maintenance Service ChecklistFig.5.10.1.8.16 Module Configuration

Fig.5.10.1.8.17 Manage Checklists