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Where do I find the activity planner?

Hi community,

I already created activity plans and routing rules in the work-center activity planner. But now I cannot find it anymore...

In the user role I see that the WC are invalid. How is the new WC called???

BR, Deborah

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1 Answer

  • Best Answer
    Jan 22 at 04:04 PM

    Edit project scope
    Go to Questions
    Expand Sales->Account and Activity Management->Activity Management-> activity planner question should be reviewed.

    Next find for work center id “ACTIVITYWORKLIST “ and enable it and this makes the activity planner visible

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    • I might be wrong but since 1711, there's a need to check Visits before getting a chance to work with Activity Planners. This is strange considering Activity Planners are for Tickets, Leads, Opportunities and Sales Quotes too.