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Set up activity types window

From Customers, select Set up module > Activity types

Product Types

The Product Types field lists the activity types. iMIS comes with default activity product types which may be edited to include additional fields or to change field labels. Additional activity product types may be defined.

Type

(Required) Use this field to enter the activity category or code that corresponds to the code in the Activity Types table. This code determines which fields are used in the Activity Detail window and cannot be changed once the record is stored.

Description

(Required) Describes the activity type.

Subtype

Specifies a sub-type of the activity type. The Subtype field enables you to sub-categorize the activity type. For example, a product code is a sub-type of the activity type Sales.

Description

Describes the sub-type. If this field is activated, a text box is created within the Activity Detail window that enables up to 255 characters of text.

Note

Specifies notes you want to keep. If activated, a large text box is created within the Activity Detail window that enables up to 32,000 characters.

Follow-Up

Specifies follow-up comments. If activated, a large text box is created within the Activity Detail window that enables you to enter up to 32,000 characters.

Eff Date

Specifies an additional date field (The activity date is system generated). This field is used if another date field is necessary for the activity. For example, for tracking the begin date of a committee appointment.

Thru Date

Specifies an end date. For example, the ending date of a committee appointment.

Source

Specifies either a marketing code, or an individual to which an item will be assigned. For example, if an order sale is made over the phone, the code used to track this information might be Phone. Codes may be set up for advertising, catalogs, salespeople, etc.

To track the source of Event registrations, enter Source in this field. This activates the Source lookup field on the Register for an Event window's Overview tab.

Note: For task or call logging activities, the name or user ID for which this reminder should be logged is entered in the Source field. If Assigned To is entered in this field, the lookup feature is available for all user IDs. If the field is blank, the reminder message will display in all users' task activities.

Amount

Specifies a monetary amount for the activity.

Task Date

Specifies the date on which an activity record will be displayed in the user's task list (user defined in Source).

Action

Specifies the type of action taken on a task item.

CEU Type

Specifies the type or category of educational credit awarded (With CEU add-on module only).

Qty/CEU

Specifies the number of credit hours awarded for a CEU course, or specifies the frequency of a recurring request.

Note: For SALES and ORDER activity types, the system stores the value entered in the Qty/CEU field in Activity.QUANTITY. For all other activity types, the system stores the value entered in the Qty/CEU field in Activity.UNITS.

UF_1, UF_2, and UF_3

Specify user-defined character information, that will be displayed in the bottom half of the Activity Detail window. For example, the GIFT and PLEDGE activities define these fields as List As, Campaign Code and Fund Code.

UF_4 and UF_5

Specify user-defined numeric information.

UF_6 and UF_7

Specify user-defined date information. For example, the REQUEST activity defines these fields as End Date and Last Reminder.

CO ID

Specifies an ID number. For example, the REQUEST, GIFT, and PLEDGE activity types define this field as Solicitor ID.

Other Code

Specifies a user-defined character field. For example, PAP_NEW defines this field as Added By.

Keywords

Specifies a keyword to restrict access to this type of activity record.

Allow user Edit

When selected, enables users to edit detailed activity records of this type.

Profile Position

Specifies the order in which you want this type of activity to be printed on the customer profile report. If this field is left blank, the activity type will not be printed on the customer profile report.

Retain (months)

Specifies the number of months you wish to retain this type of activity record. Items older than the retention period are deleted when your system administrator purges old activities.

Create History Tab

When selected, creates a new tab for this type of activity in the Customer Portfolio.

Tab Name

(Displayed only when Create History Tab checkbox is selected) Specifies the name of the Customer Portfolio history tab that shows this type of activity.

Note: The activity tab will not be displayed in the history area of the Manage customers window until you select the tab from the Customer Portfolio Tab Preferences window.

Print

Generates and sends a customer type table report to your report destination.

Note: The Type, Subtype, and user-defined character fields can have a general lookup/validation table. The table can vary by activity type. For example, the CALL sub-type might generate a list of CALL types such as question, problem, or other while the EXPERIENCE activity sub-type might generate a list of experience subtypes such as work experience, academic, etc.

See Also

Implementing and Managing Activity Types

To create an activity type

To edit an activity type

To delete an activity type

To create the LETTER activity type

To display activity records in customer profiles

Setting up REQUEST, GIFT, and PLEDGE activity types

Creating Tabs for Activity Types

Activity Attachments

Creating Mailing and Address Lookup and Validation


ASI logo 10.6 Production Release. Updated 1/20/2006 10:43:00 AM
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