Activity status active/passive and early payment share
Summary
Managing Crm activity status titles as Active/Passive, and using early-payment share and payment-date fields on Organization, has been enabled.
What changed / was fixed?
- Choosing Active/Passive per activity status, and hiding passive statuses on Kanban and pickers, has been enabled.
- Entering payment date and early-payment share (% upfront) on the Organization account has been enabled.
- Applying early-day interest discount only to the upfront share has been enabled.
What should you do?
- You can set a status passive under Settings → Activity status titles.
- You can fill payment date and early-payment share on an Organization record.
- You can check the discount applied to the upfront share on the account summary.