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Creating and maintaining activity types

Menu path

System ➔ General ➔ CRM ➔ Activity types

Introduction

This document provides the steps to creating and maintaining activity types.

Apart from using the activity types that have been predefined by Exact Globe Next, it is also possible for you to create your own activity types. Activity types are various kinds of activities involving your accounts and your business.

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 create an activity type?

  1. Go to System ➔ General ➔ CRM ➔ Activity types.
  2. Click New.
  3. At Description, type the description for the activity type.
  4. At Template, select the template type for the activity type.
  5. Click Save, and then click Close, or click New to create another activity type.

Keep in mind: All fields with the “!” icon are mandatory.

How do I edit the description of an existing activity type?

  1. Go to System ➔ General ➔ CRM ➔ Activity types.
  2. Select the relevant activity type.
  3. Click Open.
  4. At Type, type the new description for the activity type.
  5. Click Save, and then click Close.

How do I activate activity types?

  1. Go to System ➔ General ➔ CRM ➔ Activity types.
  2. Select the relevant activity type.
  3. Click Open.
  4. At Active, select the check box.
  5. Click Save, and then click Close.

How do I repair activity types?

  1. Go to System ➔ General ➔ CRM ➔ Activity types.
  2. Select the relevant activity type.
  3. Click Open.
  4. Click Repair.
  5. Click Save, and then Close.

How do I preview the report for an activity type?

  1. Go to System ➔ General ➔ CRM ➔ Activity types.
  2. Select the relevant activity type.
  3. Click Open, and then click Preview.
  4. At Account, type or select the relevant account.
  5. Click Print, and the report of the activity type will be displayed.

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 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 12.374.927
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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