Final date extension for Activities module deprecation

Dear Customers,

Happy New Year to all of you!

We'd like to inform you that the deprecation of the Activities module has been extended until March 15, 2024. This serves as the final call to action considering the three previous extensions granted on December 1, 2023, January 5, 2024, February 28, 2024, and now, March 15 2024.

Kindly note that no additional extensions will be provided beyond this date (March 15, 2024).

Migrate option support for dashboard components and reports

As we continue our efforts to facilitate the deprecation of the Activities module, we've introduced an additional option to migrate dashboard components and reports linked with the Activities module to the split modules.

Rather than manually rebuilding the criteria for each component or report, the CRM system will now offer an option to migrate the dashboard components and report to the corresponding Tasks, Calls, and Meetings modules automatically.

Furthermore, if you've reached the maximum threshold of 20 components on a dashboard page, the CRM system will notify you and assist in selecting an alternative module for relocating your component.

Now, let's explore the process of migrating dashboard components.

Migrating dashboard components

Scenario 1: If the dashboard component includes only one of the criteria from the Activities module—for example, having criteria and metrics solely from the Tasks module—the "Migrate this component" will be displayed in "More Options".

When you click "Migrate this component," a new component page will appear, automatically filled with all the metrics and criteria from the original component. In this instance, it will be pre-populated with the respective information from the Tasks module. If necessary, you can change the criteria and metric, or just save the component as is.

Scenario 2: If the dashboard component includes multiple criteria from the Activities module—for instance, if it has criteria and metrics from the Tasks, Calls, and Meetings modules—then the "Migrate as <module name> Component" option for the relevant Tasks, Meetings, and Calls modules will be displayed.

You can verify the displayed metrics and criteria on the new component page and then save the component.

After creating the component for the respective split modules the option to migrate the component will no longer appear in the original component.

Migrating reports

Similar to migrating dashboard components, you can also migrate reports associated with the Activities module to the relevant Tasks, Calls, and Meetings modules based on the report's criteria.

You don't have to memorize criteria or juggle screenshots; simply let the system auto-fill fields based on the original criteria. Just review it and save the report in the relevant split modules, unless you wish to modify the criteria.

Before saving the migrated report, you can review the original report linked to the Activities module. This enables you to confirm whether the criteria of the newly migrated report matches the original report associated with the Activities module.

After saving the migrated report, a confirmation message will be displayed, as shown below.

We urge you to use these migration options to ensure the transfer of all dashboard components and reports before the extended deadline. This ensures that you don't miss out on these deprecated activities, components, and reports.

Thanks and have a great year!

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