What is Activity Stream Settings of Module Settings in SuiteCRM?

Explore how to configure Activity Stream Settings in SuiteCRM. Our guide provides step-by-step instructions to enable real-time updates, improve team coordination, and maintain activity records for better collaboration and accountability.

The Activity Stream Settings in SuiteCRM allows administrators to enable and configure activity streams for various modules. Activity streams provide a real-time feed of changes and updates happening within SuiteCRM, such as record creation, modifications, and deletions. This feature enhances collaboration and keeps users informed about relevant activities within the CRM.

Key Features of Activity Stream

1. Real-Time Updates: Provides instant notifications of changes and activities within SuiteCRM modules.
2. Enhanced Collaboration: Facilitates better communication and collaboration among team members by keeping them updated on important events.
3. Customizable: Allows administrators to enable or disable activity streams for specific modules based on business requirements.
4. Historical Tracking: Maintains a history of activities, making it easier to track changes and updates over time.

How to Use Activity Stream Settings in SuiteCRM

1. Log in to SuiteCRM
   • Open your SuiteCRM instance in a web browser.
   • Log in using an administrative account.
2. Navigate to Activity Stream Settings
   • Click on your username at the top right corner of the SuiteCRM interface.
   • Select “Admin” from the dropdown menu.
   • In the Admin panel, find and click on “Activity Stream Settings” under the “System” section.
3. Configure Activity Stream Settings
   • In the Activity Stream Settings panel, you will see a list of available modules.
   • For each module, you can enable or disable the activity stream by checking or unchecking the box next to the module name.
   • Configure additional settings as needed, such as specifying which actions should be recorded (e.g., create, update, delete).
4. Save the Settings
   • After configuring the desired settings, click the “Save” button to apply the changes.
5. Viewing the Activity Stream
   • Users can view the activity stream from the Dashboard or the module’s list view.
   • The activity stream will display a feed of recent activities, including details about the changes made and the users who made them.

Benefits of Using Activity Stream

• Immediate Awareness: Users are immediately aware of changes and updates, reducing the chance of missed information.
• Improved Team Coordination: Team members can coordinate more effectively as they are kept in the loop about relevant activities.
• Accountability and Transparency: Maintains a transparent record of activities, helping in auditing and accountability.
• User Engagement: Keeps users engaged with real-time updates, enhancing their interaction with the CRM system.

Important Considerations

• Performance Impact: Enabling activity streams for a large number of modules and actions may impact system performance. It is advisable to enable them selectively.
• Privacy and Security: Ensure that activity streams do not expose sensitive information. Configure settings to comply with data protection policies.
• Relevance: Enable activity streams for modules and actions that are most relevant to your business processes to avoid information overload.

By effectively using Activity Stream Settings in SuiteCRM, you can enhance collaboration, keep users informed, and maintain a comprehensive record of activities within your CRM system.