Maintaining activity types
Menu path
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?
- Click
New.
- Define
the fields.
- Click Save, and then click Close. For more information, see Creating
and maintaining activity types
How do I edit the activity type?
- Define the search criteria.
- Click
Search.
- Select
the activity type to be edited.
- Click
Open.
- Edit
the field(s).
- Click
Save, and then click Close.
How do I delete the activity type?
- Define
the search criteria.
- Click
Search.
- Select
the activity type to be deleted.
- Click
Delete.
- Click
Yes.
Fields
Search
Click this to search for activity types based on the defined
criteria.
Clear
Click this to clear the defined criteria
Rows
Type the number of rows to be displayed for each screen. If
you have set the default number of rows to 50, then 50 rows will be displayed.
Therefore, if you have more than 50 rows listed, the Previous and Next
buttons become available.
Previous
Click this to return to the previous screen.
Next
Click this to go to the next screen.
Filter
Select the required option to filter the search that starts
with or contains a certain letter or word.
ID
Type a full or partial identification code of an activity
type to search for the activity type.
Description
Type a full or partial description to search for an activity
type that matches the description.
After defining the search criteria, click Search to
display the search results. By default, there are three main columns displayed
in the search results. The ID column displays the identification codes
of the activity types, the Description column displays the descriptions
of the activity types, and the Active column indicates if an activity
type is active. A green check mark in the Active column indicates an
active activity type. You can only use active activity types in your
administration.
Buttons
Delete
Click this to delete the selected field(s).
Open
Click this to open and edit the selected field.
New
Click this to create a new activity type.
Close
Click this to exit.
Related document
Main Category: |
Attachments & notes |
Document Type: |
Online help main |
Category: |
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Security level: |
All - 0 |
Sub category: |
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Document ID: |
12.374.842 |
Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
Release: |
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Attachment: |
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Disclaimer |