The automatic default entry for the classification of an activity is determined by the membership of one of the groups or profiles Service (Master), Sales (Master) or Marketing (Master). If a user belongs to more than one of these three groups, the lowest ranked group is used.
The default main classification can be controlled using environment variables. Users and user groups should receive a default classification that corresponds to their department. The activities that are created, e.g., by a marketing employee should receive the default classification, Marketing.
The classification can also be assigned automatically based on the settings in the group or user-specific variables.
For standard activities, the classification can be preset by the process. For this, a classification field is included in the process definition in the All standard activities lists as well as in the standard activity form. The selection made there becomes effective on creation of the standard activities.
The classification entries can be managed in the Administration/Activities/Classification list. For the default value of the entries, the CRM standard is guided by the entries of the CRM modules (General, Marketing, Sales, Service).