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To create the LETTER activity type

  1. Create a new activity type using the following settings:
    • Type: LETTER
    • Prompts for Description, Note, and Source.
    • Additional prompts, if needed.

      Note: The prompts entered in the Set up activity types window dictate which fields are enabled and visible in the Activity Detail and Activity Importer windows.

  2. Click Save to update the activity type.

See Also

Implementing and Managing Activity Types

Set up activity types window

To create an activity type

To edit an activity type

To delete an 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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