System ➔ General ➔ CRM ➔ Activity types
This document provides you the steps to modifying the field properties in activity types.
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.
Keep in mind: All fields with the “!” icon are mandatory.
Keep in mind: The selection of accounts can only be created for the Item and Account fields.
Keep in mind: The selection of accounts can only be modified for the Item and Account fields.
Keep in mind: The selection of accounts can only be viewed for the Item and Account fields.
This displays the field name of the selected field.
Type a label for the selected field. This is the user-defined label for the field. You will see this label when you create an activity.
Type a number to indicate the order of the field to appear in the activity entry screen. For example if you type “1”, this field will become the first field in the activity maintenance screen.
Select the length type for the free fields. There are two options available for selection:
Select this check box if you want to make it mandatory to define this field when you create an activity for this activity type in the activity maintenance screen.
Select this check box if you want to make it mandatory to define this field when you realize the activity in the activity maintenance screen.
Note: You can select either the Open or Realised check box, or both check boxes.
Select this check box to allow the value defined at this field to be edited when the activity is still in the open status.
Note: The Open check box is automatically selected and disabled if you have selected Open and/or Realized under the Mandatory section.
Select this check box to allow the value defined at this field to be edited after the activity is realized.
Select the type of default value to be defined at this field when you create an activity. There are three options available for selection:
As an example, if you have selected Current for the Person field, the current person who opens the activity maintenance screen will be displayed at the Person field. If you have selected Value, the Person field will display the person that has been defined at the Value field.
Depending on the field that you have selected, you can type or select the default value for this field.
Note: The Value field is enabled only if you select Value at Default.
Type the values which you can select from a list at the selected field when you create an activity in the activity maintenance screen. When you type the values, each value must be followed with ;.
For example, if you are creating a free field which allows users to select the payment method for a particular item, and the methods that are available for selection are cash on delivery, e-banking, or money order, the values must be typed at this field as Cash on delivery;E-Banking;Money order.
Notes: The Values box is available only if you insert or edit a free field.
This field displays the values of the selection of accounts that you have created by clicking the Create: Selection icon.
Note: The Selection box is enabled only for the Item and Account fields.
Depending on the field that you have selected, the label will differ. If you have selected the Person field for the modification, Type and Status will be displayed at Option 1 and Option 2.
Select the type of persons to be allowed for selection at the field when you create an activity. Two options are available for selection:
Note: This is available only for the Person field.
Select the status of persons to be allowed for selection at the field. Three options are available for selection:
Click this to save the changes made to the properties of the field.
Click this to insert a new field to the activity type.
Click this to exit.
Click this to create a selection of accounts or to clear the current selection.
Click this to view the selection list that you have created.