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Author Topic: activities  (Read 1157 times)

Eileen

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activities
April 04, 2009, 08:23:09 pm
Hi,

I just used activities for the first time & found them a bit un-intuitive. I expected that when I scheduled a follow up for a type I had created called 'administrative task' the follow up would reference the original task (and that the original task would be created too). It seems to only create the follow with no details

(actually I expected that it would only create a follow up event if the task was still not completed in the timeframe but then I realised the follow up was a sales type activity concept not an admin one)
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Shailesh Lende

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Re: activities
April 05, 2009, 11:57:38 pm
Quote
I scheduled a follow up for a type I had created called 'administrative task' the follow up would reference the original task
Follow up in any activity context;  is related to activity date time of original activity ie. which we are scheduling follow up.
"Schedule Follow-up Activity" under Schedule Follow Up is type of activity which will have activity date time according to  selected units and interval ( days, month, year ).
Quote
It seems to only create the follow with no details
Any activity which used for following up its parent activity has all minimum required information except Subject Details and Duration fields.It has parent_id set to orginal activity and activity type  as per selected in "Schedule Follow-up Activity".

Shailesh

madronemedia

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Re: activities
May 15, 2009, 11:21:47 am
I'm still confused. It appears that currently the 'schedule follow-up' will not carry over the activities subject? Why? Is this a bug or some good logic. I'm thinking it is helpful to know what another created activity is all about.

Your thoughts?

Kurund Jalmi

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Re: activities
May 15, 2009, 01:50:29 pm
Quote
I'm still confused. It appears that currently the 'schedule follow-up' will not carry over the activities subject? Why? Is this a bug or some good logic. I'm thinking it is helpful to know what another created activity is all about.

Yes. I think it make sense to add subject to follow up activity. eg Follow up: subject
Can you file an issue for this.

thanx

Kurund
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madronemedia

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Re: activities
May 15, 2009, 02:06:58 pm
Thanks. Filed as an improvement.

Kurund Jalmi

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Re: activities
May 15, 2009, 02:39:05 pm
For tracking purpose: http://issues.civicrm.org/jira/browse/CRM-4491

Kurund
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