Activity Types

You use activity types to categorize your activities. You can also use activity types to default text into the Add Activity screen so you don't have to retype the same information. 

Add an Activity Type

  1. Click the Activity Types link from the Main Menu. The Activity Types screen opens.
  2. Click the Add button. The Add Activity Type screen opens.
  3. Enter the following information:
    • Description - Name of the activity type that displays in the Activity Type drop-down for users.
    • Code - Unique alphanumeric value.
    • Status - Only active activity types are available for selection in the Activity Type drop-down.
    • Text - Default text that appears when the activity type is selected for an activity.
  4. Click OK.

Change an Activity Type

You can change the description, suppress auto activity setting and/or default text for the activity type after you have created it. When you change the description, it updates wherever the activity type is used. If you don't want to update the already existing activity type data, then you must add a new type using the steps in Add an Activity Type. When you change the default text, it does not update existing activity type text; it only defaults text into activities added after making the change.

  1. Click the Activity Types link from the Main Menu. The Types screen opens.
  2. Select the activity type to edit.
  3. Right-click and select Edit. The Edit Activity Type screen opens.
  4. Update the description, suppress auto activity setting and/or default text.
  5. Click OK.

Inactivate an Activity Type

If you no longer use an activity type but want to keep record of it for reporting or other purposes, you can make it inactive. When you make an activity type inactive, it is no longer available for selection in the Activity Type drop-down.

  1. Click the Activity Types link from the Main Menu. The Activity Types screen opens.
  2. Select the activity type to make inactive.
  3. Right-click and select Edit. The Edit Activity Type screen opens.
  4. Select Inactive from the Status drop-down.
  5. Click OK.

Delete an Activity Type

If you no longer use an activity type and don't want to keep a record of it, you can delete it. When you delete an activity type that is used, you receive a prompt to select an activity type to replace the activity type you are deleting. You cannot undo the delete or delete and replace process.

  1. Click the Activity Types link from the Main Menu. The Activity Types screen opens.
  2. Right-click on the activity type to delete.
  3. Select Mark for Delete.
  4. Click the Save button. If the activity type is used, the Replace screen opens.
  5. Select the activity type from the drop-down to replace the deleted activity type.
  6. Click OK.

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Comments

8 comments

Date Votes
  • Pam Schaffer

    What is "Suppress Auto Activity"? 

    0 upvotes

  • Carrie Spalding

    Pam,

    This is actually a v19 functionality, and not used in v20.

    In v19 if the box is not checked to suppress trace activity, the Add Trace window will open once an Activity is created and saved.  If it is checked, the Add Trace window will not open and no option to add a Trace will be given.

    While this isn't used in v20, and will eventually be removed once v19 is no longer supported, it remains there for our users who are still moving between v19 and v20.

     

    --Carrie

    0 upvotes

  • Kara Noah

    We recently upgraded to 20.95D. Now a message comes up every time an Activity Type is selected saying "The selected activity type's text will replace the entered text. Do you wish to continue?" I understand the idea of warning users if they've entered text, but in our case, the users haven't entered any text in the activity. There's no text to be replaced. Is that working correctly?

    0 upvotes

  • Maggie U.

    Hi Kara,

    Sorry for the difficulties. I had our Quality Team run some tests but they can't recreate this in our internal test environment. Could you enter a ticket with our Client Care Team? It looks like you have recently uploaded a new copy of your database so they should be able to test this on that recent copy to recreate and send to our Development Team.

    Thanks,

    Maggie

    0 upvotes

  • Kara Noah

    I'll do that, Maggie. Thanks.

    0 upvotes

  • Kara Noah

    Hi Maggie - I reread my post and realized I didn't explain it correctly.

    When a user adds an activity and chooses an Activity Type that has "automatic" text entered in it, that's the only time the message pops up. The message doesn't pop up for other Activity Types.

    What was odd to me was that the message came up even thought the user had not typed any text in the activity before selecting the Activity Type.

    That might be the way it's intended to work, but I wanted to make sure it wasn't a bug. It's not a big problem, but it adds a click for our users.

    Are you able to recreate that? Or would you like me to go ahead and submit a ticket?

    Kara

    0 upvotes

  • Maggie U.

    Hi Kara,

    Thanks for the update! That is very helpful to better understand what is going on. The behavior you are seeing is how it is intended to work but I do understand your point that when the text box is empty, it's an extra click in the process. I'd encourage you to post in the CRM Product Idea forum for our Product Managers to review and consider for a future release.

    Thanks!

    Maggie

     

    0 upvotes

  • Kara Noah

    Thanks, Maggie.

    0 upvotes

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