Add an Activity Type Record

Modules>CRM>Customer Request Setup>Activity Type child form>Add Activity Type

An Activity Type often relates to a department while the Activity Reason relates to a function or topic within that department. The Activity Reasons are directly linked to their Activity Type. Add a record when you want to make a new option available in the Activity Type drop-down list.

To add an Activity Type record, use the following steps:

1. Go to Modules>CRM>Customer Request Setup to open the Customer Request Setup page.
2. On the activity type child form, click the Add button.
3. In the Add - Activity Type window, enter the activity code.
4. Click Save to save your changes.

To Delete a Value From a Drop-down List:

1. On the Customer Request Setup page, on the appropriate child form, find the record you would like to delete and click the Delete  button.
2. You will receive a warning message. Click OK to delete the record from the child form.

Note: After a drop-down list item is used, you cannot permanently delete it. However, you can hide the record from the list by disabling it. To disable the record, check the hide/disable record? check box.

To Hide/Disable a Value From a Drop-down List:

1. On the Customer Request Setup page, on the appropriate child form, find the record you would like to hide and click the Edit button.
2. Select the hide/disable record? check box and click Save. This removes the value from all of the drop-down lists.

Note: There is no show option to reverse the hide option. If you need the value again, you must add it.

To Delete a Value From a Drop-down List:

1. On the Customer Request Setup page, on the appropriate child form, find the record you would like to delete and click the Delete  button.
2. You will receive a warning message. Click OK to delete the record from the child form.

Note: After a drop-down list item is used, you cannot permanently delete it. However, you can hide the record from the list by disabling it. To disable the record, check the hide/disable record? check box.

To Hide/Disable a Value From a Drop-down List:

1. On the Customer Request Setup page, on the appropriate child form, find the record you would like to hide and click the Edit button.
2. Select the hide/disable record? check box and click Save. This removes the value from all of the drop-down lists.

Note: There is no show option to reverse the hide option. If you need the value again, you must add it.