Activity Types

Accessing Activity Types

Navigate to the Settings section and under the System Setup Section click the “System Settings” Button. Then under the Contractors/CRM  Section click the “Activity Types" button.

Overview

The Activity Types module allows users to create, edit, and delete activity types. These activity types help organize and categorize activities within the Activities interface.

Main Functionalities

1. Data Table Features

• ID: Unique identifier for each activity type.

• Type: Name of the activity type.

• Search: Users can filter entries by ID or Type.

• Editor: Section used to create, modify, or delete activity types.

How to Create a New Activity Type

1. Open the Activity Types list.

2. Click the New button.

3. Fill in the required fields (Type Name).

4. Click the Save button.

How to Edit an Activity Type

1. Select the activity type you want to modify.

2. Make the necessary changes.

3. Click Save to update the entry.

How to Delete an Activity Type

1. Select the activity type you want to remove.

2. Click the Delete button.

3. Confirm or cancel the action in the dialog box.

Where You Can Use Activity Types

• Activities Interface: When creating a new activity, users can select an Activity Type in the Activity Type Selector.

• Activity Filtering: Users can filter activities by Activity Type for better organization.