Activities

Types

Management of the activity types, for example Corre­spondence, Appointment... The identifier specifies the object class used by the mail client.

Information only, changes not allowed

Subtypes

Management of the activity subtypes, for example meeting, event... for appointment. Management of the col­ors for activity types in the group calendar. Labeling of plannable sub­types.

Creating allowed

Status

Management of the statuses for activities, for example not begun, in process, done...

Information only, changes not allowed

Remind in

Management of the reminder times for activities. Besides the display in the select menu (remind me in), please always enter the time period in minutes for the system.

Creating allowed,
register reminder time always in min­utes

Priorities

Management of any priorities for the classification and fil­tering of activities, for example high, low etc.

Creating allowed

Person roles

Management of the person roles for activities, e.g., creator, necessary attendee...

Creating allowed

Contact status

Management of the status in activities (appointment)

Creating allowed

Classification

Administration of the Main classification entries (subset TOP) and Additional classification (subset ADD) at activities. They are used in the tree view in the activity relation and are con­trolled by means of the PSA_REL_ACT_­CLA_DTO environment variable.  

Creating allowed

Time shift

Manages the selection for the Set new time function in the Entry Portal. The values access the system time.

Creating allowed

Resources

Management of the resources for appointments, e.g. Flip­chart, company car...

Creating allowed

Release level

Management of the release level for service activities. Visi­bility of activities subject to release in the Entry portal and for synchronization / jobs.

Creating allowed

PSA_RPT_TSK

Standard report for activities and tasks

PSA_RPT_TSK

PSA_CTX_USE_ACT

Activate / deactivate color highlighting of escalated activities (incl. correspondences).

y

PSA_ACT_ALR_PRE_TIM

Time in minutes when a warning is generated before an activity escalates (minutes before due date).

30

PSA_ACT_END_DAT_SHF

Time in minutes you want to shift the due date of an activity independently of the default value.

45

PSA_HDL_ACT_PRO_CON_STA

Deactivate / activate the milestone query for open marketing actions if the action’s activity changes.

TRUE

PSA_ACT_SEL_PRO

Assign a case to an activity if it is not assigned yet. If the value is ALWAYS, a selection dialog always appears, whether open cases exist or not.

y

PSA_SFR_ACT_RMD_INT_NOT

Specifies whether a reminder appears as an individual object or as a message. Recommended: y

y

PSA_REL_ACT_CLA_DTO

Specifies whether and how the classification of activities is displayed in the tree view of the activity relation. This dynamically defines the DTO in the tree view in the activity tab. (PSA_REL_ACT_STY / PSA_REL_ACT_TYP / PSA_REL_ACT_CLA)

PSA_REL_ACT_CLA

PSA_SYN_DEL_APM_GRP

Also delete synchronized appointments and tasks in the Groupware when deleted in the CRM

y/n

PSA_SYN_DEL_APM_STA

Delete synchronized appointments in the Groupware when the status is changed to one that is specified in "Data". Data = a comma-separated list of status identifiers

PSA_CLD_SEL_ACT

Activity types for the group calendar. List of the names of the activities, separated by colons, e.g., as a data value: TASK:APPOINTMENT:CORRESPONDENCE:CALL.

PSA_SYN_OPN_NEW_ACT

Controls how the activity form opens after Group­ware synchronization.
y: non-modal, mod: modal, n: modal

PSA_ACT_SET_MOD_ALR

n = Do not automatically monitor delegated activities

y

PSA_ACT_PLN_CRE_TTP

Controls whether a mouseover in the Resource planning board and Group calendar immediately generates a tooltip for activities.

y