CRM activity troubleshooting
Goal
Unblock create, complete, calendar, and visibility issues for activities.
Who it is for
Clerk and manager.
Common problems
| Symptom | Likely cause | What to do |
|---|---|---|
| Cannot open Activities | Module off / no crm.view | Enable crm; grant permission |
| Empty list | Actor scope without crm.view_all | Log as yourself or grant view-all / team membership |
| 422 on save | Missing subject; unknown type/party/opportunity | Fix fields; refresh catalogs |
| Custom type rejected | Key taken / not configured | Use unique key under Activity types |
| Calendar empty | Filter Due tasks only; type does not create events; no due_at | Add due dates; use call/meeting/task |
| Complete does nothing visible | Already completed/cancelled | Check status filter |
| Auto follow-up missing | Options auto follow-up off | Enable under CRM Options (crm.admin) |
| Delete leaves calendar orphan briefly | Sync clear on delete | Retry / check calendar integration health |