Activity badges are icons that visually indicate information about the details and properties of activities. For example, the Has Reminder badge indicates that a reminder is set for the activity, and the Recurring Item badge indicates that the activity recurs on a regular schedule. Activity badges display in the activity banner.

There are two types of activity badges:

Occurrence badges

Display for the currently selected activity.

Series badges

Display for all activities in the series that the currently selected activity belong to.

Create and manage activity badges in the Badges tab on the Document Codes page in NexJ Admin Console.

Adding activity badges

Add activity badges to create a visual representation of specific details and properties for activities.

To specify conditions for activity badges, knowledge of the Scheme programming language and the ActBadge class is required.

To add an activity badge:

1. Navigate to Badges tab on the Document Codes page.
2. In the Occurrence Badges or Series Badges subtab, click the Add button . The Add Badge Configuration dialog opens.
3. In the Description field, enter a description of the badge. The description displays only in NexJ Admin Console.
4. In the Tooltip Text field, enter a descriptive name for the badge. The name displays in a tooltip when a user hovers their cursor over the badge in NexJ CRM.
5. In the Icon field, specify an icon to display for the badge in NexJ CRM. To choose an icon:
   1. In the Icon field, click the Select button . The Select Icon dialog opens.
   2. Select an icon to use for the badge, then click OK. The Select Icon dialog closes.
6. In the Expression field, write an expression in Scheme code for the conditions that an activity must satisfy for the badge to display in the activity's details. 
   The expression is relative to the ActBadge class. For example, use the expression (= (@ act isRecurring) to display the badge on tasks and schedule items that are set to recur.
7. Select Active to activate the badge in NexJ CRM.
8. In the Reference Name field, enter a reference name for the badge.
9. Click OK. The Add Badge Configuration dialog closes.

The badge is created. If Active is selected, the badge now displays for activities.

Rearranging activity badges

Rearrange activity badges to change the order in which they display in the Badges list.

To rearrange activity badges:

1. Navigate to Badges tab on the Document Codes page.
2. In the Occurrence Badges or Series Badges subtab, select the badge to rearrange, then click the Up  or Down  buttons to move the badge up or down in the list.

The badges are rearranged.

Editing activity badges

Edit activity badges to change badge properties such as the icon, tooltip text, and expression.

To specify conditions for activity badges, knowledge of the Scheme programming language and the EntityBadge class is required.

To edit an activity badge:

1. Navigate to Badges tab on the Document Codes page.
2. In the Occurrence Badges or Series Badges subtab, select the badge to edit.
3. In the Detail zone, click the Edit button . The Edit Badge Configuration dialog opens.

4. Make your changes to the badge.
   

   A red asterisk indicates required fields.

5. Click OK. The Edit Badge Configuration dialog closes.

The badge is edited. If Active is selected, the modified badge now displays for activities.

Deleting activity badges

Delete activity badges when you no longer need them.

To delete an activity badge:

1. Navigate to the Badges tab on the Document Codes page.
2. In the Occurrence Badges or Series Badges subtab, click the Action button  for the badge you want to delete, and click the Delete button .

The badge is deleted and no longer displays for applicable activities.