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CRM Activity Stage - Details Page
When you click on the View Record Details icon
for a specific record on the CRM Activity Stage Search Criteria/Grid page, the CRM Activity Stage Detail page opens for that record in modify mode.
There are two sections on the Detail page of the CRM Activity Stage. The following list defines every field displayed in each section:
- In the General section:
- Activity Stage Description - enter the the full description of the Stage. You can enter up to a maximum of 30 alpha numeric characters in this field.
- Sequence Number - enter a numeric value in this field that indicates the order of the Stage within the Activity Type.
- 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 defaults to 'No'. If the current Stage represents the final stage for the selected Type, then select 'Yes'.
- 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:
- The 'Completion Date and Time' field is set to the current date and time.
- The 'Percent Complete' field is set to 100.
- The 'Completion Date and Time' field is set to the current date and time.
- 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:
- Activity Stage Description - enter the the full description of the Stage. You can enter up to a maximum of 30 alpha numeric characters in this field.
- In the System section, the fields are available for information purposes only and cannot be edited:
- Creator - displays the user id of the user logged into the system when the record was created.
- Time Created - displays the date and time at which the record was created.
- Modifier - displays the user id of the user logged into the system when this record was last updated.
- Last Change - displays the date and time at which the record was last updated.
- Creator - displays the user id of the user logged into the system when the record was created.
For information on the functionality of each button on the CRM Activity Stage Details page, click here.
