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Stop Service Activity Closing RRS feed

  • Question

  • Hi,

    I am told Service Activities are closing automatically once the scheduled date has passed.  Is there a way to keep them open and editable even once the date has passed?  We have follow up reviews and need to fill in certain criteria on each service activity at a later date.

    Many thanks!

    Thursday, December 19, 2013 3:43 PM

Answers

  • Hi,

    Service activities do not close automatically as standard behaviour in CRM. I suspect you have a workflow on the service activity which waits until the scheduled date then marks as complete. You can check this by going to Settings > Processes then sort on the primary entity and look for any process set against the service activity entity.

    Rob


    MCTS. GAP Consulting Ltd. Microsoft Community Contributor Award 2011 & 2013

    • Proposed as answer by Rob BoyersEditor Tuesday, January 14, 2014 9:22 PM
    • Marked as answer by RoarCRM Monday, June 30, 2014 12:41 PM
    Tuesday, January 14, 2014 9:22 PM
    Answerer

All replies

  • Any idea on this?
    Tuesday, January 14, 2014 5:11 PM
  • Hi,

    Service activities do not close automatically as standard behaviour in CRM. I suspect you have a workflow on the service activity which waits until the scheduled date then marks as complete. You can check this by going to Settings > Processes then sort on the primary entity and look for any process set against the service activity entity.

    Rob


    MCTS. GAP Consulting Ltd. Microsoft Community Contributor Award 2011 & 2013

    • Proposed as answer by Rob BoyersEditor Tuesday, January 14, 2014 9:22 PM
    • Marked as answer by RoarCRM Monday, June 30, 2014 12:41 PM
    Tuesday, January 14, 2014 9:22 PM
    Answerer