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To edit an activity type

  1. From Customers, select Set up module > Activity types to open the Set up activity types window.
  2. Select an activity from the Product Types column.
  3. Select the activity to open it in the Set up activity types window.
  4. Click Edit.
  5. Make any necessary edits.

    Note: The Type field cannot be edited.

  6. Click Save to update the record.

See Also

Implementing and Managing Activity Types

Set up activity types window

To create 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


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