Configuring Activity Types

Prerequisites: Activities

Activities Types provide predefined codes for describing typical actions you might take when creating Activities and ToDos. You can create Activity Types from the property level.

Adding Activity Types

1. From the Administration menu, select Client Relations, select Activity Management, and select Activity Types.

2. Click New.

3. Select a Property.

4. Enter an Activity Type and enter a description such as Follow up, Internal Meeting, and so on.

5. Select an Activity Class (Appointment or ToDo) and click Select.

6. Enter a Sequence number to indicate the ranking of this Activity Type in a list.

7. Select the Inactive check box to make the Activity Type inactive. Inactive Activity Types do not appear in search results unless you click the Actions ellipsis and select Show Inactive.

8. Click Save if finished or click Save and Continue to edit the new Activity Type immediately. At any time, you can search for an Activity Type, select the Actions ellipsis associated with it, and edit or delete it.

Editing Activity Types

1. On the Activity Types screen, search for the Activity Type.

2. From your search results, locate the Activity Type and click the row level vertical ellipsis.

3. Click Edit.

4. Make your changes and click Save.

Deleting Activity Types

1. On the Activity Types screen, search for the Activity Type.

2. From your search results, locate the Activity Type and click the row level vertical ellipsis.

3. Click Delete.

4. Click Delete to confirm your decision. Click Delete again to delete the Activity Type.

• Copying Activity Types