Configuration Guide for Oracle CRM On Demand Financial Services Edition > Configuring Oracle CRM On Demand Financial Services Edition > Record Types for Oracle CRM On Demand Financial Services Edition >

Activity Record Type

The Activity record type allows insurance professionals to capture additional information about activities such as call results and the type of call.

CAUTION:  If you make a field required in the Activity Fields page, that field will be required for both the Task and Appointment record types. If you want to make a field required for Task but not Appointment, leave the field as not required in the Activity Fields page, and in step 2 of the Task Page Layout wizard, set the field as required. This ensures that the field is required for the Task record type, but not for the Appointment record type.

Table 1 shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.