Notes on Action Required | Activities tab deprecation
Activities tab deprecation — Overview
What does the Activities tab deprecation mean for you as a CRM user?
Action Required from CRM users before the Activity Tab deprecation
- Reports (associated with the Activities tab)
- Dashboards (associated with the Activities tab)
- Home page components (associated with the Activities tab)
- Motivator components (associated with the Activities tab)
Custom views in the Activities module
- Go to the Activities module.
- From the list of custom views, click a view that you would like to recreate in Calls, Meetings, or Tasks module.
- Click Edit and view the criteria for the custom view.
The Edit option will only allow you to view the criteria of the custom view and will not enable you to do edit.
It will be good practice to take a screenshot of the page so that you can view the screenshot while recreating them in calls, meetings, and tasks. - Go the relevant Tasks, Meetings or Calls module where you want to create the custom view.
- Recreate the view that you just viewed in the Activities module.
Reports in the Activities module
- Click Reports on the banner or go to the reports module and click the alert pop-up to view the list of reports associated with the activities module.You need not search for reports individually. They will be displayed as a list on clicking Reports in the banner.
- Navigate to Activity Reports page and view the reports associated with the activities module.
- Select the report that you want to recreate with calls, meetings, and tasks.
- Click Edit to view the criteria, columns, and other details.It will be good practice to take a screenshot of the page so that you can view the screenshot while recreating them in calls, meetings, and tasks.
- Click New Report.
- In the Create New Report pop-up, select the primary module for the report.
- Click Continue.
- Select the secondary module.
- For example, if you have an existing report as "Leads with Tasks", then choose Leads as the primary module and Tasks as the secondary module.
- Mention the required criteria, columns, and so on to create the reports in the relevant module.
- Click Continue.
- Create a report in the tasks module following the above steps.
- When creating a similar report in the calls module, a pop-up message, Do you want to join similar reports? is displayed as shown in the image below.
- If you want to join the current report that you are creating with an existing report, click Joined Report.
- In the Create Joined Report pop-up, the report that you are creating is displayed as Report 1.
- From the Report 2 drop-down list, select the report that you want to see along with this report.
- Click Done.
- You can rename the joined report and click Save.
Dashboards associated with Activities module
- Go to the Dashboards module.
- Select the dashboard associated with the activities module that you want to recreate using the calls, meetings, and tasks module.
- Click more icon and then click Edit.
- In the displayed Edit Component pop-up, you can view the criteria of the dashboard.It will be good practice to take a screenshot of the page so that you can view the screenshot while recreating them in calls, meetings, and tasks.
- Click Add Component.
- Select the component that you want to recreate.
- Refer to the screenshot to recreate the dashboard component in calls, meetings, and tasks accordingly.
Home page components
- Go to the home page and select the component that you want to recreate.
- Click the more icon and then click Edit.
- In the displayed Edit Component pop-up, view the details of the dashboard.
- Go to the relevant calls, meetings, or tasks module and recreate the dashboard.
Motivator components
- Go to Settings->General->Motivator.
- On the displayed page, click Access Motivator.
- On the displayed Motivator page, click KPIs on the right pane.
- Click the more icon of the component associated with the activities module and then select Edit.
- In the Update KPI page, view the criteria of the displayed KPI and take a screenshot, if needed.
- Click Cancel to close the Update KPI pop-up.
- Click Create KPI
and recreate the KPI that you just viewed, but with the relevant calls, meetings, and tasks module.
- Click Save.
How to identify Activity tab components that need recreation/migration.
Activities deprecation banner
- Reports
- Dashboards
- Home page components
- Motivator components
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