Exact Globe+

Inserting and deleting fields in activity types

Menu path

System ➔ General ➔ CRM ➔ Activity types

Introduction

This document provides you the steps to inserting and deleting fields in activity types.

What version are you using?

The information in this document is applicable to product update 407. If you have versions lower than this, certain features explained here will not be applicable.

How do I insert fields in activity types?

1. Go to System ➔ General ➔ CRM ➔ Activity types.
2. Select the relevant activity type.
3. Click Open.
4. Under the Fields section, click the New icon .
5. In the Activity types – Fields screen, select the relevant field.
6. Click OK.
7. In the Activity types screen, define the relevant options.
8. Click Save, and then click Close.

How do I remove fields from activity types?

1. Go to System ➔ General ➔ CRM ➔ Activity types.
2. Select the relevant activity type.
3. Click Open.
4. Under the Fields section, select the relevant field, and then click the Delete icon.
5. A confirmation message will be displayed. Click Yes to proceed, or click No to cancel.
6. Click Close.

Related documents

• Creating and maintaining activity types
• Modifying field properties in activity types