Reference: Activities
Feedback
These settings apply to activities (see How to create activities).
Actions for module activities
| Action |
Meeting |
Outgoing call |
Incoming call |
Reminder |
Web conference |
Email |
LINE WORKS chat |
LINE WORKS chat disposition |
| Schedule |
Yes |
Yes |
Yes |
Yes |
Yes |
No |
Yes |
Yes |
| Cancel |
Yes |
Yes |
Yes |
Yes |
Yes |
No |
Yes |
Yes |
| Reschedule |
Yes |
Yes |
Yes |
Yes |
Yes |
No |
Yes |
Yes |
| Complete |
Yes |
Yes |
Yes |
Yes |
Yes |
No |
Yes |
Yes |
| Edit |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
| Reassign |
No |
No |
No |
No |
No |
No |
No |
No |
| Edit on completion |
No |
No |
No |
No |
No |
No |
No |
No |
| Log |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
| Follow up |
Yes |
Yes |
Yes |
Yes |
No |
No |
No |
No |
Actions for generic activities
| Action |
Office 365 calendar |
Zoom |
| Schedule |
Yes |
Yes |
| Cancel |
Yes |
Yes |
| Reschedule |
Yes |
Yes |
| Complete |
Yes |
Yes |
| Edit |
Yes |
Yes |
| Reassign |
No |
No |
| Edit on completion |
No |
No |
| Log |
Yes |
Yes |
| Follow up |
No |
No |
Participants and assignees
Advanced settings
| Options |
Mandatory |
Dependencies |
| Single records or multiple |
No |
This option is available only for module activities and not for user activities. If nothing is selected, the default is automatically taken to be a single record. If multiple records is selected, the number of records must be specified separately. See How to associate multiple records with an activity. |
| Allow auto-closure |
No |
This option enables activities to be automatically cancelled. If selected, specify the following options: number of days after which the activity is to be cancelled automatically, and whether, on automatic closure, the activity must be carried forward. This is possible as long as Reschedule action is enabled. After the activity is auto-cancelled, it's cleared from the activity details page. |
| Revisit participant selection on activity completion |
No |
- |
| Engagement |
No |
- |
| Recurring |
No |
- |
See also