Creating a new CRM Activity Stage

In the CRM Activity Stage view, you can create a record from the Search Criteria/Grid page or from the Details page. If your user id has the correct permissions to create a new record, a Create button displays on both of these views in iTopia.

  • Note: The ability to create new records is controlled by the permissions assigned to the resource within the role. Specifically, the CRM Activity Stage resource assigned to your role must include the 'Create' operation.

Creating a new CRM Activity Stage record:

  1. From either the Search Criteria/Grid page or the Details page, click on Create.

  2. The CRM Activity Stage/Create window opens. Here is an example of the fields displayed on the Create page:

    Create

    • Enter or select from the lookup a Company Number in the Company field. Enter the number of the current company in which you are working. This is a mandatory field.

    • Type - enter or select from the query the Type for which the Stage is being created.

    • Stage - enter the new CRM Activity Stage. You can enter up to a maximum of 20 alpha numeric characters in this field. Each CRM Activity Stage must be assigned a unique code.

  3. When all of the information is entered, click Continue to continue creating the new record.

    Note: If you enter an existing Company/Type/Stage combination and click Continue, the details page for that combination opens in edit mode.

  4. The CRM Activity Stage-Detail page opens for the new record.

    • Activity Stage Description - enter the full description of the new CRM Activity Stage. You can enter up to a maximum of 30 alpha numeric characters in this field. This is a required field.

    • Sequence Number – the sequence number indicates the order of the Stage within the Activity Type. The sequence number field defaults to 1. You can enter any number between 0 and 99999999.

      • Note:The sequence number can be the same for all of the records. In this scenario, there is no 'official' sequence to the steps within a stage.

    • Complete - this field indicates whether or not the Stage is the final stage for the selected Type. This field defaults to 'No'.

      • Note: When a Stage is flagged as Complete (i.e. the Complete flag is set to 'Yes'), and that Stage is applied to an Activity in the Account Activity, Lead Activity or Case Activity views, then two actions automatically occur:

        1. The 'Completion Date and Time' field is set to the current date and time.

        2. The 'Percent Complete' field is set to 100.

  5. When all of the information is entered, click Submit or Save.

    • When you click Save, all of your changes are saved and you remain on the CRM Activity Stage-Details page. Once you click Save, and the record is successfully created, the Submit button also displays on the Details page. If you click Submit , the changes are saved and you are returned to the Create page where you can enter another new CRM Activity Stage.

    • TIP: If you decide that you do not want to create the current record, you can abort the process by clicking Close or Return to Search Page icon. The following message displays: "Are you sure you want to navigate away from this page? Any changes will be discarded. Click OK to continue, or Cancel to stay on the current page. OK/Cancel". Only changes made prior to the record being updated using the Save or Submit action buttons will be discarded.

  6. Repeat these steps until all of the CRM Activity Stage records are set up.

 

Back