跳至內容
選單
此問題已被標幟
2 回覆
5890 瀏覽次數

Hi All,


In ODOO CRM, is there any way to delete and activity that one has scheduled and saved accidentally into the wrong pipeline?

Regards

ET

頭像
捨棄
作者

I need to add that the activity was also marked as done!

最佳答案

When you schedule an Activity, a record is created in Settings --> Technical --> Discuss --> Activities.

  • access Activities NOT YET COMPLETED from here.

When the activity is marked DONE, the Activity record is deleted and a new Message record is created in Settings --> Technical --> Discuss --> Messages.

  • access Activities COMPLETED from here.


Note: both Menus need you to have activated Developer Mode.

頭像
捨棄

Could it be done using Automated Actions ? Deleting Activities based on record condition, ex: (Approved or Done)

最佳答案

Hi


You can easily do it from the Settings 》techincal 》 activity. here find your activity and edit anything you want.

頭像
捨棄