Adding an Activity Result
From the Administration menu, select Client Relations, select Activity Management, and select Activity Results.
Click New and complete the following fields:
Code. Enter a code.
Description. Enter a description, for example, Success.
Sequence. Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned.
Click Save to save and exit or click Save and Continue to save this code and add another.
Editing an Activity Result
Enter search criteria and click Search.
In the search results, select the Code and click the vertical ellipsis.
Click Edit.
Select the Inactive check box to make the Activity Result inactive. Inactive Activity Results do not appear in search results unless you click the Actions ellipsis and select Show Inactive.
Update the configuration.
Click Save.
Deleting an Activity Result
Enter search criteria and click Search.
In the search results, select the Code and click the vertical ellipsis.
Click Delete and confirm the deletion.
Parent topic: Client Relations Administration