Checking the status of activities in a case

The status of a case is determined by the status of the activities associated with it.

Attention

Attention: Always also check the status of activities in the activity management to avoid escalation con­flicts.

  1. Open a sales record and switch to the Activities tab.
  2. Select a view mode for the list (Open, History).
  3. Click in the Subject field of an activity record that corresponds to a task. The corresponding form is opened.
  4. Check how far the task has already been processed.
  5. In the header form of the task, click the Status button and select an entry that corresponds to the progress of the task.
  6. Switch to the case form and update the record (standard Load function).
  7. In the Status field of the Activities tab, you will see a different symbol now.

Note: This procedure also works vice versa. If you click the symbol in the Status field of an activity of the type task, the status in the activity management is set to done or not started.