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CRM_JOURNAL_SETTINGS - Settings for Activity Journal

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• If you have created an activity journal with a template and template type in CRM Mobile, and wish to upload it to CRM Enterprise, you should note the following:

• In CRM Enterprise, you need to use a transaction type with the item categories ACT0, ACT1 and ACT, in order to use activity journals in the system. It is important that you assign all three item categories to the transaction type. If you do not use these item categories, the Activity Journals assignment block will not appear on the interface or you will not be able to use specific fields in the activity journal.

• The following item categories are delivered with the standard configuration, and are already assigned to the standard transaction type, Activity with Products (0020) for activity journals. If you wish to use another transaction type, you need to assign the following three item categories to it:

• ,,ACT0: the sample has been returned by the physician

,,This corresponds to the Returns field in the activity journal. This field appears in the activity journal ,,template type, regardless of whether this item category is assigned. However, you ,,can only use the Returns field in the activity journal itself if the item category has been assigned.

• ,, ACT1: the customer, for example, the doctor, has requested more samples, and the sales ,,representative did not have them. The sales representative then requests that backoffice sends the ,,samples.

,,,,This corresponds to the Requestfield in the activity journal. The same applies as for the above item ,,,,,,category, ACT0.

• ,,ACT: default item category if the above two categories are not applicable, for example, if the samples ,,were given to the physician or were discussed, and no samples were returned or requested.

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