Edit CRM Activities

Use Edit → Documents → CRM Activities… to find, change or annul saved CRM activities of all types. The edit window works like the CRM Activity window. That page describes the fields and the buttons, and this page covers only what is different.

Open an activity for editing

1. Go to Edit → Documents → CRM Activities…. The Activity – Select Document window opens.
2. Find the activity with Date:, the search choice and Filter.
3. Select the activity and click Edit, or double-click the row. It opens in its own tab.

You can also open an activity from a report or from the Last operations tab of a partner: select its row and use Actions → Edit. The limits below apply there too.

Control	What it does
Search choice	The list before Filter chooses where the text is searched: All fields, Partner, Activity type, the label of a text or dropdown field such as Result, and Item name, Serial number or Lot when a type has an Item field with them. The window remembers the choice for your user.
Filter	Shows only the activities whose number or chosen data contains the typed text. A field label finds the field in every type that has it. A valid 12 or 13 digit barcode of the number also works.
Date:	The period of the listed activities. Today is used the first time. Choose Custom Dates to enter a start and end date. The window remembers the last period.
Clear	Clears the filter text and sets Today.
Edit	Opens the selected activity for editing.
Cancel	Closes the window.
Annul	Annuls the selected activities (see Annul an activity).
Preview	Shows or hides the partner, the user and the fields of the selected activity.
Actions	Edit, Print, Transform Selected Documents and Related Documents. Print works as in Reprint CRM Activities.
Export	Exports the listed or the selected activities. Shown when exporters are available.

The list has Number, Date, Activity Type and Partner. Rows shows the number of listed activities.

Activities that cannot be edited

The program checks the selected activity when you click Edit.

Case	Message	Result
The activity is older than your user may change	“You don’t have access to edit operations that far in the past!”	The activity does not open. The limit is Allowed operations modification: in the user’s settings.
The activity is pending in another database	“Pending operations cannot be edited! Please wait for the operation to be completed at the managing database.”	The activity does not open until that database completes it.

A document made from the activity with Transform Document does not stop editing. An activity of a type that is no longer active still opens.

What you can change

The window title shows Edit, the name of the type and No. with the number of the activity, for example Edit Visit No. 0000000002. The number and the type cannot change.

Part	How it works in an edit
Partner:, User:, Date:, Time:	Change them as in a new activity. User: shows the user who saved the activity.
Fields	The fields that the type has now, with their saved values. A field added to the type later shows its default value or stays empty.
Cleared values	A field that you empty is saved empty.
Clear	Empties the partner and returns all fields to their default values, as in a new activity. Nothing changes until you save.
Actions	Print, Transform Selected Documents and Related Documents for this activity.

Save the changes

1. Click Save. The same checks run as for a new activity, and the program does not ask again before saving.
2. If the type has documents and printing is available, the program asks “Do you want to print the activity document?”, depending on Print documents: in Tools → Settings… → Printing.

The tab then closes. Close or Esc closes the tab without a question and without saving.

What saving changes

Where	Result
Stock and payments	No change. An activity uses neither.
The activity	It keeps its number and type and gets the new values.
Transformed documents	No change. An offer or sale made from the activity keeps its rows.

Annul an activity

1. In Activity – Select Document select one or more activities and click Annul.
2. Answer “Are you sure you want to annul this activity?” with Yes. For several activities the question is “Are you sure you want to annul the selected 2 activities?”.

The activity leaves the list, and a document made from it stays. An activity older than Allowed operations modification: allows is not annulled: “You don’t have access to annul operations that far in the past!”. Annul is also in the Reprint CRM Activities window.

Permissions

All permissions are set in Edit → Administration → Permissions….

Permission	What it allows	Not allowed by default for
Documents → CRM Activities…	The menu item, Annul and Actions → Edit.	Nobody, but Operators do not have Documents
CRM (Operations)	The activity window, which the edit also uses.	Nobody
Manage operators and view their operations	Seeing the activities of all users. Without it the list shows only the activities with your user in User.	Operators

Troubleshooting

Problem	Solution
An activity is not in the list	Check Date:, the search choice and Filter. Choose All fields to search everywhere.
“Access to activities is not allowed!”	The edit window also needs the CRM permission (Operations).
“Saving activities requires a Pro license! To save your activity please purchase a Pro license.”	Without a Pro license you cannot save the changes.

FAQ

Can I move an activity to another type?

No. Create an activity of the other type from it with Transform Document and annul the old one, or select Annul the source document there.

Related pages

• CRM Activity
• Reprint CRM Activities (Edit → Reprint Documents → CRM Activities…)
• CRM
• Transform Document