Activity Types

Activity Types

Overview

Actions

Field Descriptions

Sub-panels/Related Information

Availability
  • Standard
  • Professional
  • Enterprise

Overview

Use the Activity Types module to categorize calls, meeting, notes, and tasks. All users can view activity types. Only users with database administration privileges can edit activity types.

Actions

Follow the instructions below to perform tasks such as creating, editing, and exporting Activity Type records.

To…

Then…

Create an Activity Type record

  1. Click Activities > Calls > View Activity Types from the Navigation menu.
    The Activity Types List View displays.
  2. Complete the Activity Types Create Form. See Field Descriptions for information about each field. Fields that have an asterisk (*) are required; you must enter data in the field to save the Activity Type record.
  3. Click Save to save the record and view its detail page, or click Cancel .

Display a list of activity types

Click Activities > Calls > View Activity Types.
The Activity Types List View displays.

Display the details for an activity type

Click the activity type in the Activity Types List View.
The Activity Types Detail View displays.

Edit activity type information

  1. Click the edit icon (pencil) associated with the Activity Type record in the Activity Types List View.
  2. Update the activity type information. See Field Descriptions for information about each field.
  3. Click Save to update the Activity Type record.

Suppress one or more Activity Type records

  1. In the Activity Types List View, click the Selection box associated with the record(s) you want to suppress.
  2. Click Suppress.
    A confirmation box displays.
  3. Click OK.
    The Activity Type records are suppressed.

You can also suppress a single Activity Type record by clicking Suppress on the Activity Type Detail View.

Manage records in a sub-panel

See Manage related information in sub-panels.

Update information related to multiple activity types

  1. In the Activity Types List View, click the Selection box associated with the records you want to update.
  2. Click Mass Update in the Actions dropdown.

For more information, see Editing and suppressing multiple records.

Duplicate activity type information

Click Duplicate in the Activity Types Detail View. Duplication is a convenient way of creating a similar activity type. You can change and save the information in the duplicate record to create a new Activity Type record.

Find and merge duplicate records

Follow the instructions in Merging duplicate records.

Export records

  1. In the Activity Types List View, click the Selection box associated with the records you want to export.
  2. Click Export in the dropdown and follow the instructions in Exporting data.

Field Descriptions

Fields that have an asterisk (*) are required; you must enter data in the field to save the Activity Type record.

Activity Type*

Enter the name of the Activity Type. This is a mandatory field; you must enter a name.

Report Sort

Enter an alphanumeric sort order for use in reports.  If left blank, the records will sort alphabetically. 

Description

Enter additional details about the activity type.

Assigned to

By default, the record is assigned to the creator of the Activity Type record. To change the assignment, click the user on the Users Popup List View (displays upon clicking the Selection arrow) or the list of users matching the character(s) you enter.

Teams*

By default, your private team is assigned as the primary team. To change the primary team assignment, click the team on the Teams Popup List View (displays upon clicking the Selection arrow) or the list of teams matching the character(s) you enter.

To assign additional teams to the Activity Type, click add (+) and click the team as described above. For more information on assigning teams, see Assigning Users and Teams to Records.

Sub-panels/Related Information

Sub-panels include:

Calls Meetings Notes Tasks
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.