Product areas / CRM
MOD-CRM-ACT
Activities, Follow-ups and Task Work
Staff retain interaction context and manage the work that follows it. Record timelines bring those interactions and tasks together, while workspace views support broader discovery. Services can delegate work through the task contract without duplicating creation.
Features 5
A feature names and groups its key concepts, capabilities, journeys and acceptance test sets, and its acceptance suite when one is written. Open a feature to read them.
- FEAT-CRM-ACT-01Interaction Records and TimelinesStaff retain shared interaction context and use record timelines to prepare for later work. This feature groups logging, correction, supporting files, history, discovery and follow-up creation.
- FEAT-CRM-ACT-02Activity ClassificationAdministrators organize the activity categories staff use and the baseline catalog they start from. This feature groups classification maintenance and preservation of standard categories.
- FEAT-CRM-ACT-03Managing Task WorkStaff manage personal and shared work through tasks. This feature groups task recording, routing, closing, views and overdue attention.
- FEAT-CRM-ACT-04Task Configuration and RoutingAdministrators organize task classifications and shared queue choices. This feature groups the configuration work and the journey that exercises shared routing.
- FEAT-CRM-ACT-05Workflow Delegation and Record SafeguardsServices delegate human work while CRM maintains related-record context and access boundaries. This feature groups task service operations, record-change effects and permission behavior.
Examination Reports 2
What was observed about this module on a date. Evidence, never product authority.