Find Activity Types

An activity type defines the specific parameters of the activity, such as in which time slot the activity takes place. You may want to find activity types to view, edit, or clone them.

  1. Click Configuration.
  2. In the Resources, Activities, and Inventories section, click Activity Types.
    The Activity types page appears and displays these columns:
    Column Description
    ID System-generated number assigned to records in the database – not used by anyone except the Support team.
    Status Indicates if the activity type is being used.
    • Green check mark = Active and in use

    • Red X = Inactive and not used

    Activity Type Name The user-friendly name the end user sees in the drop-down list of choices on the Activity page.
    Activity Type Label A unique identifier for the activity type.
    Activity type group The group to which the activity type belongs. It could be Customer, Internal, Teamwork, or Task.
    Actions Links to the modify and clone actions you can take on this activity.
  3. To filter the activity types, click View.
  4. Type the activity type that you want to find in the Find field.
  5. Click Apply.
    The results appear in the work area.