Classification of activities

For the extended use of activities, these can be classified. For an activity, there is

  • a main classification (TOP element in the header of the activity), and
  • a further classification (ADD element in additional data).

The unique main classification is highlighted in the head of the activity form. It serves to assign activities to areas such as marketing, sales, services, and makes it possible to display the structured pre­sentation in activity trees (Tree view in the Activities tab of cases, events and contacts).

Another attribute for capturing further classifications (additional classification) is displayed in Additional data of an activity. It can be used for custom-designed identifications. The JustRelate CRM standard uses the attribute to mark "Requests".