To display activity records in customer profiles
You can configure an activity type to be displayed in customer profiles. If a customer does not have an activity record for a particular activity type, then that activity type will not be displayed in the customer's profile. Activity records are grouped according to type, and you can specify the order in which the activity types display.
- From Customers, select Set up module > Activity types to display the Set up activity types window.
- Select an activity type from the Product Types list.
- Click Edit.
- Enter a Profile Position to display the activity type and related activity records. You have several options:
- To not display an activity type and its related activity records, enter a Profile Position of zero. The default Profile Position is zero.
- To display an activity type and its related activity records in the customer's profile, assign a number greater than zero to the Profile Position to display the activity type. For example, enter a 1 for the Email activity type.
- To sort the order in which the activity types display, enter numbers in succeeding order for each activity type. An activity type with a Profile Position of 1 will display ahead of an activity type with a Profile Position of 2, and an activity type with a Profile Position of 2 will display ahead of an activity type with a Profile Position of 3.
For example, if you want the customer's Call Log activity records to display first in the customer's profile and the customer's Award activity records to display second, enter a 1 for the Call activity's Profile Position and a 2 for the Award activity's Profile Position.
- To order the activity types alphabetically, assign the same Profile Position to each activity type. For example, enter a 1 for each activity type's Profile Position.
- Click Save.