What to do when I cannot see some of the activities (documents, appointments, tasks, phone calls) in the activities section tab in SuperOffice CRM?

There are four known situations in which some of the activities in the activities section tab might be invisible. Please find them described below:

• Date or associate group filter settings
   
• Filter settings on the toolbar at the bottom of the Activities tab window
   
• Private appointments and duplicate appointments are set by default not to be visible
   
• Future follow-ups are not visible due to the system setup

 

Date or associate group filter settings

Please follow the steps below to check if your filter settings are not hiding some of the activities you need to see:

1. Click on the Filter button in the activities section tab.
   
   
    
2. In the filter dialog, you can adjust two criteria: the time frame when the activity was created and the user who created it. In the Date (1) field, you can extend the time frame if you think that the activity could have been created in the past. In the Group (2) and Associates (3) columns, you can select whose activities should be displayed in the list. You can use the shortcut All (4) if you want to see activities created by everybody. Click OK (5) to save settings. 
   
   

Filter settings on the toolbar at the bottom of the Activities tab window

The activities displayed depend on which of the following checkboxes you have selected at the bottom of the section tab:

• Follow-ups (appointments, tasks, and phone calls)
   
• Documents (e-mail, letters, and other documents)
   
• Mailings (document, e-mail, or SMS)
   
• Other (chat sessions, form submissions)

In older versions of SuperOffice CRM, the check boxes are visually displayed as in the screenshot below.

 

Private appointments and duplicate appointments by default are not to be visible

That means if your colleague has created an appointment, which is visible only to her, it won't be visible to you. Please check this FAQ for further information.

Duplicate appointments created by multiple contacts invited to an appointment by default are hidden from everybody except the contact making the invitation. This can be changed. Please follow the steps below to do it:

1. Click on  and then Preferences.
   
   
    
2. Click on the Functions (1) section and next to Filter accepted invitations (2) select No. Click Save (3) when finished.
   
   

 

Future follow-ups are not visible due to the system setup

Some types of follow-ups (type - task or phone call) might not be visible in the activities and sales section tabs, because they are created in the future. In SuperOffice CRM, you can set up how many days in advance a task should be visible. To do it, follow the steps below:

1. Click on  and then Preferences.
   
   
    
2. Click on the Functions (1) section and next to Show days ahead (2) type how many days in the future you would like to see tasks. Click Save (3) when finished.
   
   

More information:

FAQ: Why not all activities are visible in my Diary in SuperOffice?

Docs: Learn more about different types of activities