Activity

Create and customize field labels, set activity defaults, and create codes to assign to activities and other objects.

Defaults

Configure Default Activity Settings for a Workspace

Configure Auto Numbering Defaults for an Activity

Configure Default Activity Calculation Settings for a Workspace

Field Labels

Access a Standard Field Description

Change a Standard Field Label

Configured Fields

Add an Activity Field

Add a Formula-Based Configured Field: Example

Update the Owning Workspace of a Configured Field

Change a Configured Field Label

Codes

Add a Code

Add a Value to a Code

Update the Owning Workspace of a Code


Last Published Tuesday, May 21, 2024