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In the activities section tab below the company card, I cannot find some of the activities we made with the customer. My colleague can see them. Why does it happen and how do I fix it?
There are four known situations why some of the activities in the activities section tab might be invisible. Please find them described below:
Date or associate group filter settings
Please follow the steps below, to check if your filter settings are not hiding some of the activities you need to see:
Filter settings on the toolbar at the bottom of the Activities tab window
The activities displayed depend on which of the following checkboxes you have selected at the bottom of the section tab:
In older versions of SuperOffice CRM the check boxes are visually displayed as in the screenshot below.
Private appointments and duplicate appointments by default are not to be visible
That means if your colleague has created an appointment, which is visible only to her - it won't be visible to you. Please check this FAQ for the further information.
Duplicate appointments created by multiple contacts invited to appointment be default are hidden to everybody except the contact making the invitation. This can be changed please follow the steps below to do it:
Future follow-ups are not visible due to system set up
Some type of the follow-ups (type - task or phone call) might not be visible in the activities and sales section tabs, because they are created in the future. In SuperOffice CRM you can set up how many days in advance a task should be visible, to do it follow the steps below:
More information:
FAQ: Why not all activities are visible in my Diary in SuperOffice?
Help file: Learn more about different types of activities
Video: How to remove the completed activities from your to-do list in SuperOffice