AdvoLogix Setup: Activity Plans

This tab provides access to options used for managing Activity Plans. 


Activity Plans have the capability to implement Business Days when calculating target dates for activities. This option settings allow your organization to define where Business Hours are defined by your organization. 

  • For Matter based Activity Plans, business hours can be derived from:

    1. Matter Court
      Use the business hours assigned to the Court entity.

    2. Organization Default
      Use your organizations default business hours.

    3. Business Hours Lookup
      Use the specified custom Business Hours lookup field from the Matter object.

  • For Account and Contact based Activity Plans, business hours can be derived from:

    1. Organization Default
      Use your organizations default business hours.

    2. Business Hours Lookup
      Use the specified custom Business Hours lookup field from the Account or Contact object.