Activity Type Child Form

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

An Activity is a response to a customer request. Customer Requests are categorized by Activity Type and Activity Reasons. An Activity Type often relates to a department while the Activity Reason relates to a function or topic within that department. Activity Reasons are directly linked to their respective Activity Types. Examples of Activity Types include: send membership information, fill an order, register an individual for an event, change an organization's address, and research a customer's billing status.

Activity Type Child Form Information

To Edit an Activity Type:

1. Go to the Customer Request Setup page.
2. Click the Expand icon on the Activity Type child form.
3. Click the Edit icon that corresponds with the Activity whose child form you want to edit.
4. In the Edit - Contact Request Activity window, make the necessary changes. Select the show online? check box if you want this particular Activity Type to display online.
5. Click Save.

Note: If you select the show online? check box, the customer will be able to make requests directly through eWeb.

The Activity Type drop-down list is used in three Group Item Links within CRM:

• Add Assignment (Group)
• Add Assignment (Individual)
• Add Requests

1. In the CRM module, click the Requests or Assignments group items.
2. Select one of the previously noted group item links.
3. The Add page will display for each respective group item link.
4. The (request) activity drop-down list is a required field located in:
   • The Request Activity section of the Add - Customer Request page.
   • The Assignment section of both Add - Assignment pages.

To Add an Activity Type:

1. Go to the Customer Request Setup page.
2. On the activity type child form, click the Add button.
3. In the Add - Contact Request Activity window, enter an activity code.

Note: Select the show online? check box if you want this particular Activity Type to display online.

4. Click Save.

Note: If you select the show online? check box, the customer will be able to make requests directly through eWeb.

The Activity Type drop-down list is used in three Group Item Links within CRM:

• Add Assignment (Group)
• Add Assignment (Individual)
• Add Requests

1. In the CRM module, click the Requests or Assignments group items.
2. Select one of the previously noted group item links.
3. The Add page will display for each respective group item link.
4. The (request) activity drop-down list is a required field located in:
   • The Request Activity section of the Add - Customer Request page.
   • The Assignment section of BOTH Add - Assignment pages.

Child Form Icons

Use the following icons to work with child forms. Not every form will have all of the icons listed.

Icons		Actions
Classic UI	Current UI
		expand/close icon to expand or close a child form.
		goto record icon to view that record's profile page.
		add icon to add a new record to the child form.
		edit icon to edit a record on the child form.
		delete icon to delete a record on the child form.
		grandchild form icon to expand or close a grandchild form.
		new window icon to open a child form in a new window.
		more info icon to see more information about the a record on the child form.
		linked headings to sort the records.
		refresh the data in the form.
		export the data to a quick report for download.

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.