There are a couple of things to be aware of when you start generating actions. The auto-close feature on the site options, if set, will close any manually created activities and auto-generated activities if one of the following does not exist:
-
No open follow-up on the activity
-
No unread email on the activity
-
No expected payment on the activity
You can verify this option by going to: Admin -> Settings & Utilities -> Site Options -> Options -> Auto Close Issues & Activities. This message will appear as 'Auto Close Positive Site Options'
Also under site options there are additional flags that allow further closer of activities for the below two items:
Paid Invoice Override - this will close related activities if all invoices that are tagged were closed/paid. This message will appear as 'Auto Close Positive Paid Invoice'.
Include Expected Payment - if the promise to pay was successful it will close the related activity and the message will appear as 'Auto Close Positive Expected Payment'
CREDIT CLASS
This option when set, will auto-close any auto-generated activities if they are no longer in violation, i.e. if the invoice has been paid or does not fall within the filtered criteria. These will also close automatically if no follow-up is created with the activity when the Site Options auto-close option is set.
This message will appears as 'Auto Close Positive Credit Class'.