Activity Types
Home Page→ Settings→ System Setup→ System Settings→ CONTRACTORS/CRM → Activity Types
Overview
This interface allows you to set up the Activity Types interface.
You are able to create/edit/delete activity types which then can be used in the Activities interface. So with the help of it, you can create activities according to your needs.
List description
- ID - the unique number of activity type
- Type – the name of activity type
Manuals
- The Search is available by ID and Type fields
- The data table
- Editor – use fields and buttons to create/edit/delete activity types
Additional information
- Steps to create a new activity type
- Click the New button
- Fill in the necessary fields
- Click the Save button
- Steps to edit the activity type
- Select the necessary type
- Make changes
- Click the Save button
- Steps to delete the activity type
- Select the necessary type
- Click the delete button
Where you can use the Activity Types
- Go to the Activities interface
- Select the necessary entry
- Go to the Activity tab
- Select the necessary type in the Activity type selector to continue the creation
- Also, you can filter entries by Activity Type