Change Status

Explanation

This activity is used to change the status of the filter.You can change the status of the filter to active, inactive or inherit. What each status indicates is as follows:

On: Filter is active. Privileges are set for each user as specified in the CRM Access Group.
Off: Filter is inactive.
Inherit: The filter privileges are inherited from the parent record. For example you can set Business Activity filter to inherit Customer (parent) filter privileges. If the privileges are inherited then all the information defined on this filter will be disregarded

Prerequisites

There are no prerequisites for this activity.

System Effects

There are no system effects for this activity.

Window

CRM Access Filter

Related Window Descriptions

CRM Access Filter

Procedure

1. Open the CRM Access Filter window.
2. Search for the filter you want to change the status.
3. Click on the Status field and select the value you want to set for the filter.
4. Save