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To create an activity type

  1. From Customers, select Set up module > Activity types to open the Set up activity types window.
  2. Click New.
  3. Enter the activity category or code in the Type field.
  4. Enter a Description of the activity type.
  5. Enter additional prompts, if needed.
  6. Click Save to update the activity type.

See Also

Implementing and Managing Activity Types

Set up activity types window

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


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