To create a report-specific activity type
Activities used as report activities must have the Allow user Edit option enabled.
- From Customers, select Set up module> Activity types to open the Set up activity types window.
- Click New.
- Enter an activity name, for example, REPORT.
- Tab to Description, and enter a description, for example, Report Generation Activity.
- Tab to the Description prompt field, and enter a prompt, for example, Report Desc. This field will store the description of the report.
- Tab to the Source prompt field, and enter a prompt, for example, Promotion Code.
- Enable the Allow user Edit option.
- Click Save.