About Activities

As an office assistant in WorldWaves University, your job description includes verifying application information, update or revise student information, call prospects and collect information, log interactions, and converting inquiries to admissions. To manage your daily duties efficiently, it is important for you to view and access your interactions frequently. In CampusNexus CRM, you can use the Activity feature to view the catalog of all your activities.

An activity is a ‘container’ for all interaction records. It provides you with a consolidated view of all associated interactions.

A new activity is created in CampusNexus CRM when you engage a lead by exchanging email messages. The resultant interaction item can be viewed when you open the parent activity.

You can also view activities that are created in SIS, but you will not be able to open individual records, because such activities are not associated with any records within CampusNexus CRM.

Note 

Activity details in CampusNexus CRM and SIS are constantly updated when the databases are synchronized.

Note 

•   Activities are automatically created in CampusNexus CRM if the appropriate configuration settings are enabled in Business Administrator.

•   You cannot manually create, edit, delete, split, or merge an activity.
An activity is created, modified, split, merged, or deleted, only when corresponding actions are performed on the associated child interaction.

Activities are created when the following events occur:

•   An interaction is created from the Interaction page.

•   A sub-interaction is created.

•   A Message logged as a new interaction is created.

•   An interaction is created through Web forms.

•   An interaction is created on reply to Campaign mailers.

•   An interaction is created for incoming emails.

•   An activity is created in SIS.

•   An existing interaction without an associated activity is updated and saved.

•   Interactions are imported into CampusNexus CRM from external sources.

An activity is created when the following actions are performed on an existing interaction that is not already associated with an activity:

•   Send the interaction.

•   Send and resolve the interaction.

•   Save the interaction.

•   Merge two interactions.

•   Split the interaction.

•   Assign the interaction to another user.

•   Transfer the interaction to another user.

•   Add comments to the interaction.

•   Categorize the interaction.

•   Edit the subject of the interaction.

•   Submit the interaction for review.

•   Recall the interaction from review.

•   Set contact to the interaction.

•   Set the status to the interaction.

•   Set the priority to the interaction.

•   Associate the interaction with a lead or enrollment from the Interactions tab.

Note 

CampusNexus CRM automatically splits an existing activity into two activities when the associated interaction is split into two interactions.

CampusNexus CRM automatically merges two activities when two corresponding interactions are merged. During merge, the activity ID that is retained will be the one that corresponds to the interaction ID you have chosen to retain.

Example  

Activity ID 000-021 is created based on Interaction ID 000-062

Activity ID 000-023 is created based on Interaction ID 000-063

When you merge the two Interactions, you chose to retain the interaction with ID 000-063.

The two activities are merged automatically and activity ID 000-023 is retained.

When an SIS user deletes an activity, the corresponding activity is deleted in CampusNexus CRM after database synchronization.