Implementing and managing activity types

The Activity Detail window contains both standard and user-defined fields. These fields are assigned according to your organization's needs and are set up in the Activity types window. You establish which fields are displayed for a given Activity Detail window.

Note: When creating an activity type you must enter a value in the Type and Description fields, and you must define at least one field prompt.

See the Fundraising Administration section for details about Setting up Request, Gift, and Pledge activity types.