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CRM Activity Inquiry

Activity Inquiry

View and manage all CRM activities across leads and customers with status tracking and overdue detection.

Filters

  • Activity Type — Filter by type (call, email, meeting, etc.)
  • Status — Planned, Done, Cancelled, or Overdue
  • Priority — Normal, Low, Medium, or High
  • Assigned User — Filter by responsible person
  • Due Date Range (From/To) — Filter by scheduled date
  • My Activities Only — Checkbox to show only current user's activities

Status Summary Bar

At the top, quick-count badges show:

  • Planned — Activities pending action
  • Overdue — Activities past due date (highlighted in red)
  • Done — Completed activities
  • Cancelled — Cancelled activities

The system automatically marks overdue activities on each page load by checking planned activities with past due dates.

Results Table

Columns:

  • ID — Activity ID
  • Type — Activity type name
  • Subject — Activity description
  • Entity — Linked lead/customer reference
  • Due Date — Scheduled date
  • Time — Scheduled time
  • Priority — Color-coded priority badge
  • Status — Color-coded status badge
  • Assigned To — Responsible user
  • Created — Creation date

Actions

  • Edit — Opens Schedule Activity (only for Planned/Overdue activities)
  • Done — Quick-mark activity as complete (only for Planned/Overdue activities)

Up to 200 records per page.

See Also