Crm Activities

#About Crm Activities

This is a working page: a list or workspace where you find and act on records in BSuit ERP (Crm Activities). It is used by staff (internal users). What you can see and do depends on your role and permissions.

#How to open it

In BSuit ERP, open Crm Activities and choose “Crm Activities”, or go directly to the address /crm-activities.

#What you can do here

These controls are present in the page’s implementation. Whether you see a given one also depends on your permissions and on the data shown.

1. Search within the page.

#Data stored for each record

The form layout of this page could not be read from its source, so here is everything BSuit stores for a crmactivity (see also the CrmActivity data reference). Which fields appear on screen depends on the page and your configuration.

#If something is missing or fails

1. No data: confirm the company or context selected in the top bar, and any filters or date range in use.
2. An action is hidden or disabled: it usually needs a permission your role does not have. Ask an administrator to check your effective access.
3. An error message appears: note the message, the page address and what you were doing, and contact support with those details (never include passwords).

#About this guide

This guide was generated from the page’s implementation. It has not yet been reviewed by a person against a running system, so treat it as a reference for what the page contains rather than a complete procedure.