Copying Activity Types

The copy function lets you copy Activity Types from one property to another property. The copy function is available only at the HUB level, and both properties must be in the same HUB.

1. From the Administration menu, select Client Relations, select Activity Management, and select Activity Types.
2. Select a Property and click Search.
3. Click the page level Actions ellipsis next to the New button and select Copy.
4. In the Configure Parameters panel of the Copy Codes screen, select the Source Property where the Activity Type is configured.
5. Select the Activity Type(s) you want to copy.
6. Select the Target Properties where you want to place the copied Activity Type(s).
7. Click Save.
8. On the Review and Copy Codes screen, verify the target property and click Copy and Continue.
9. On the Confirmation screen click Print or click Back to Activity Types.