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CRM Activity Log Setup Management

To manage settings for Activity Log Types including assigning Activity Log Fields, follow these steps:

Step 1            Log into CRM

Step 2            On the landing page, click Administration from the main menu

Step 3            Hover the mouse over Setup, and click CRM Settings

Step 4            Click the Activity Log Setup tab

Step 5            Activity Log Fields have been organized into groups. To create a new group, click the Add New button

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Step 6            Type a Name for the new group

Step 7            Click one or multiple Activity Log Types to make this Activity Log Field Group accessible to them

Step 8            Click one or multiple Roles to make this Activity Log Field Group accessible to them

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Step 9            Choose whether or not this Activity Log Field Group will be active. Inactive groups will not be visible to users, but remain in the system with all corresponding data in tact

Step 10         Click Save

Step 11         Begin adding fields to the group by double clicking the desired fields from the center menu

Note: To easily locate the desired field names, use the Search box under the Field Names header.

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Step 12         Once the desired fields have been added to the group, click the checkboxes to the left of fields for which data entry is to be required

12.1                Alternatively, click the Require All check box to require data to be entered in all fields

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Step 13         Click, drag, and drop the three-dot icon to change the order of the fields

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Step 14         Click the X icon to the right of the field name to remove it from the Field Layout

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Step 15         Click Save

Note: As a shortcut, copy all fields from an existing Activity Log Field Group, then make any necessary changes before clicking Save.

 

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Step 16              Click the Edit icon CLTX502-A.png to make the following changes:

              • Name of the Activity Log Field Group
              • The Activity Log Types to which this group is accessible
              • Roles to which this group is accessible
              • Set the group as inactive
              • Delete the group

16.1                Make any desired changes

16.2                Click Save

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Step 17         Click the name of the Activity Log Field Group (to the right of the edit icon) to make changes to fields available in the group and to reorder them.

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17.1                From here, add new fields, remove fields, reorder fields, and change which fields are required

17.2                Click Save

Article Reference: CLTX509

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