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Maintaining activity types

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System ➔ General ➔ CRM ➔ Activity types

Introduction

Activity types are various types of business activities between your accounts and your business. These activity types can range from providing external services to customers, handling product enquiry by customers, filing of complaints by customers, signing or terminating of contract agreements, and so forth.

What version are you using?

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

How do I create an activity type?

  1. Click New.
  2. Define the fields.
  3. Click Save, and then click Close. For more information, see Creating and maintaining activity types

How do I edit the activity type?

  1. Define the search criteria.
  2. Click Search.
  3. Select the activity type to be edited.
  4. Click Open.
  5. Edit the field(s).
  6. Click Save, and then click Close.

How do I delete the activity type?

  1. Define the search criteria.
  2. Click Search.
  3. Select the activity type to be deleted.
  4. Click Delete.
  5. Click Yes.

Fields

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Related document

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 12.374.842
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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