Activity template fields
In addition to basic fields such as Name and Description, each activity template contains additional fields that depend on the template type. For example, the Notes field is present in Call Record, Schedule Item, and Task templates, but the Default Start Time field is in only Schedule Item templates. The following table describes each activity template field and lists the templates in which the field is present.
Fields available in activity templates
| Field name | Description | Activities |
|---|---|---|
| Active | Specifies whether the template is active and available for creating activities in NexJ CRM. | Call Record, Schedule Item, Task, Event Meeting, Itinerary Item, Event Meeting Feedback |
| Associated command | Specifies an action that, when performed in NexJ CRM, creates and assigns this activity. | Schedule Item, Task, Event Meeting, Itinerary Item |
| Associated template | Enables you to associate a schedule item template with an activity template for event meetings or an event meeting template with an activity template for schedule items. This enables you to search for one type of item and retrieve items that are grouped under two different templates. For example, you may search for all analyst meetings in the system and retrieve results that show the analyst meetings that are schedule items and the analyst meetings that are event meetings. | Schedule Item, Event Meeting |
| Create a journal entry for each recipient with personalized copies of the specified documents | Specifies whether an action that triggers the activity is recorded in the recipient's contact record. This option displays only when an action is specified in the Associated Command field. | Schedule Item, Task |
| Create security | Specifies who can use the template to create activity. | Call Record, Schedule Item, Task, Event Meeting, Itinerary Item, Event Meeting Feedback |
| Default duration | The duration of the schedule item. This value specifies the default setting. A user who creates or edits the schedule item can specify a different duration. | Schedule Item, Event Meeting, Itinerary Item |
| Default edit security | Specifies who can edit the activity after a user creates it. This option specifies the default setting. To allow users to change the edit security, select Enable editing the security settings for instances of this template. | Call Record, Schedule Item, Task, Event Meeting, Itinerary Item, Event Meeting Feedback |
| Default reminder | Specifies when users who have been assigned the activity receive a reminder for it. This value specifies the default setting. A user who creates or edits the activity can specify a different reminder time. | Schedule Item, Task, Event Meeting, Itinerary Item |
| Default snooze | Specifies how frequently the activity's reminder repeats. This value specifies the default setting. A user who receives the reminder can specify a different snooze frequency. | Schedule Item, Task, Event Meeting, Itinerary Item |
| Default start time | The time at which the schedule item begins. This value specifies the default setting. A user who creates or edits the schedule item can specify a different start time. | Schedule Item, Event Meeting, Itinerary Item |
| Default view security | Specifies who can view the activity after a user creates it. This option specifies the default setting. To allow users to change the view security, select Enable editing the security settings for instances of this template. | Call Record, Schedule Item, Task, Event Meeting, Itinerary Item, Event Meeting Feedback |
| Enable editing the security settings for instances of this template | Specifies whether users can modify the edit and view security settings. | Schedule Item, Task, Call Record, Event Meeting, Itinerary Item, Event Meeting Feedback |
| Enable synchronization with Exchange for instances of this template | Specifies whether to synchronize the activity with Microsoft Exchange. | Schedule Item, Task, Event Meeting, Itinerary Item |
| Icon | The icon that displays beside the activity's name in dialogs, lists, and menus. | Call Record, Schedule Item, Task, Event Meeting, Itinerary Item, Event Meeting Feedback |
| Name | The name that displays for the activity template in NexJ Admin Console, and for activities created using the template in NexJ CRM. | Call Record, Schedule Item, Task, Event Meeting, Itinerary Item, Event Meeting Feedback |
| Notes | Information related to the activity, which displays to users when they view the activity in NexJ CRM. | Call Record, Schedule Item, Task, Event Meeting, Itinerary Item, Event Meeting Feedback |
| Priority | The priority level for the activity, which indicates the activity's importance. | Call Record, Schedule Item, Task, Event Meeting, Itinerary Item, Event Meeting Feedback |
| Read only | Specifies whether users can modify the activity after they create it. | Schedule Item, Task, Event Meeting, Itinerary Item, Event Meeting Feedback |
| Reference name | The reference name for the template. This field cannot contain spaces. | Call Record, Schedule Item, Task, Event Meeting, Itinerary Item, Event Meeting Feedback |
| Schedule item colour | The color in which the schedule item displays in a user's schedule. | Schedule Item, Event Meeting, Itinerary Item |
| Template description | The description of the template, which displays to users when they view it in NexJ Admin Console. | Call Record, Schedule Item, Task, Event Meeting, Itinerary Item, Event Meeting Feedback |