# Activity Configuration

Settings in the Activity section of the CRM Configuration screen.

# Overview

Activities can carry a reminder for the responsible user. Which reminder kinds a user may pick, which one is pre-selected, and at what time of day a reminder becomes active are all controlled here.

# Reminders

An activity shows one checkbox per allowed reminder kind:

Reminder kind	What the user receives
Email	An e-mail on the follow-up date
Appointment	An appointment in the user's Outlook calendar
Task	A task in the user's Outlook task list

Reminder checkboxes on an activity

All three reminder kinds are delivered by the Microsoft Exchange / Outlook integration: appointment and task reminders are written into the user's mailbox, e-mail reminders are sent as normal mail. Without that integration installed and configured, no reminders are delivered at all.

# Configuration Reference

# Reminder

Whether the reminder block is shown on an activity at all.

Allowed values: NotVisible, Visible, Required, Automatic
Default: Visible

# ReminderType

Which reminder kinds a user may choose from. Enter one or more values separated by a comma; only the listed kinds get a checkbox on the activity.

Allowed values: Email, Appointment, Task (multiple allowed), or None to offer no reminder
Default: Appointment, Task, Email
Requires ContactManager 25.2.0 or newer

# DefaultReminder

The reminder kind whose checkbox is ticked automatically on a new activity. Leave empty to start with no reminder selected.

Allowed values: same as ReminderType
Default: empty

# ReminderTime

Time of day at which a reminder becomes active. The moment a reminder fires is the activity's follow-up date combined with this time.

Format: HH:mm
Default: 09:00

# VisibleRole

Members of this role can see the activity. See Roles Used in Settings — Administrators keep access to the Activities tab regardless of this setting.

Allowed values: a role name
Default: Everyone

# OwnerRole

Members of this role can be assigned as the owner of an activity.

Allowed values: a role name
Default: Everyone

# ChangeContactOnActivityRole

Members of this role can change the contact (person/company) on a matter or activity.

Allowed values: a role name
Default: Administrators

# AttendeesHideRole

Hides the role field when adding a new attendee to an activity.

Allowed values: true, false
Default: false

# AttendeesHideComments

Hides the comments field when adding a new attendee to an activity.

Allowed values: true, false
Default: false

# HideMattersOnActivityTab

Hides matters on the activity tab.

Allowed values: true, false
Default: true

# HideDocumentsOnActivityTab

Hides documents on the activity tab.

Allowed values: true, false
Default: true

# HideActivityTime

Hides the start time and end time fields on the activity details.

Allowed values: true, false
Default: false

# HideLocation

Hides the location field on the activity details.

Allowed values: true, false
Default: false

# ShowOpportunity

Optionally create and show opportunities on an activity.

Allowed values: true, false
Default: false

# ShowText1 / ShowText2 / ShowDate1 / ShowDate2

Visibility of four generic, customer-configurable text and date fields on an activity.

Allowed values: NotVisible, Visible, Required, Automatic
Default: NotVisible