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Modifying field properties in activity types

Menu path

System ➔ General ➔ CRM ➔ Activity types

Introduction

This document provides you the steps to modifying the field properties 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 modify the properties for a field that has been added to an activity type?

  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 type.
  5. Click the Edit icon.
  6. In the Activity types screen, make the necessary changes.
  7. Click Save, and then click Close.

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

How do I create a selection of accounts for a selected field?

  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 type.
  5. Click the Edit icon.
  6. In the Activity types screen, under the Selection section, click the Create: Selection icon to create a selection of accounts.
  7. Select the type(s) of accounts that you want to display in the selection list, and then click Save.
  8. Click Save again.

Keep in mind: The selection of accounts can only be created for the Item and Account fields.

How do I modify the selection of accounts for a selected field?

  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 type.
  5. Click the Edit icon.
  6. In the Activity types screen, under the Selection section, click the Create: Selection icon.
  7. A confirmation message will be displayed. Click Yes to remove the current selection, or click No to cancel.
  8. Next, select the new type(s) of accounts that you want to display in the selection list, and then click Save.
  9. Click Save again.

Keep in mind: The selection of accounts can only be modified for the Item and Account fields.

How do I view the selection of accounts for a selected field?

  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 type.
  5. Click the Edit icon.
  6. In the Activity types screen, under the Selection section, click the Create: Selection icon. The selection of accounts for the selected field will then be displayed.

Keep in mind: The selection of accounts can only be viewed for the Item and Account fields.

Fields

Buttons

Columns

Related documents

     
 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 14.835.443
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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