Set up activity types window

From Customers, select Set up module > Activity types
Product Types
This field lists all of the defined activity types.
Type
Use this field to enter an activity type prompt.
Description
Use this field to enter a description prompt for the activity type.
Prompts
- Subtype - Use this field to enter a subtype prompt.
- Description - Use this field to enter a description prompt for the subtype.
- Note - Use this field to enter a note prompt.
- Follow-Up - Use the field to enter a follow-up prompt.
- Eff Date - Use the field to enter an effective date prompt.
- Thru Date - Use this field to enter a thru date prompt.
- Source - Use this field to enter a source prompt.
- Amount - Use this field to enter an amount prompt.
- Task Date - Use this field to enter a task date prompt.
- Action - Use this field to enter an action prompt.
- CEU Type - Use this field to enter a CEU type prompt.
- Qty/CEU - Use this field to enter a CEU quantity prompt.
- UF1 - UF3 - Use these fields to enter prompts for the values entered in the Char 1 - Char 3 fields on the Event System Preferences window.
- UF4 - UF5 - Use these fields to enter prompts for the values entered in the Number 1 - Number 2 fields on the Event System Preferences window.
- UF6 - UF7 - Use these fields to enter prompts for the values entered in the Date 1 - Date 3 fields on the Event System Preferences window.
- CO ID - Use this field to enter the company ID prompt.
- Other Code -Use this field to enter another code prompt.
Keywords
Use this field to enter keywords (use the lookup icon to open the Select ACCESS_KEYWORDS value(s) window and search for defined keywords.
Other
- Allow user Edit - Enable this option to allow users to edit activity records.
- Profile Position - Use this field to enter the profile position.
- Retain (months) - Use this field to enter the number of months the activity record will be retained.