Activity Type/Subtype

Add Activity Type/Subtype

To add, activity types/subtypes, follow the steps below:

  1. Navigate to the Settings area and select the Activity Type/Subtype option.
  2. On the Activity Type/Subtype screen, click on the +Add button.
  3. Mandatory enter the Type field and optionally enter the Subtype field and enable the Subject Activity Tracking toggle switch.
  4. Enable the Include Additional Field toggle switch to add additional fields.
  5. Enter the required details and click on the Save button.

Edit Activity Type/Subtype

To edit, select an activity type/subtype, follow the steps below:

  1. Select a record to edit by clicking on the tile.
  2. Click on the Edit button from the top menu bar.
  3. Make the required edits on the Edit Activity Type/Subtype window and click on the Save button.

Delete Activity Type

To delete an activity type, follow the steps below:

  1. Select a subject by clicking on the checkbox
  2. Click on the Delete button from the top menu bar.
  3. Click on the Delete button on the Confirmation popup.

Deactivate Activity Type

To deactivate an activity type, follow the steps below:

  1. Select an active record by clicking on the tile.
  2. Click on the Deactivate button from the top menu bar.

Activate Activity Type

To activate an activity type, follow the steps below:

  1. Select an inactive record by clicking on the tile
  2. Click on the Activate button from the top menu bar.