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how to create quick activity with "uncompleted" status

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Posted on by 385

Hi,

when my user creates a quick activity like phone call or sometimes tasks the  activities are created with status= completed.

How do I create "quick" activities with "open" status?

Thanks 

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  • Suggested answer
    Mihir@CRM Profile Picture
    Mihir@CRM 4,036 on at
    RE: how to create quick activity with "uncompleted" status

    Hi,

    The phone call activity on the social pane is created or entered after the phone call is completed or cancelled.

    If you want to you can create a Task or Appointment from the Social pane and the task / appointment can be saved so that it will remain open.

    Or you can go to the associated entities of the Contact and create a phone call record and save it. This will allow you to create a phone call record and save it without closing it.

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