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4.0 Activity Type - Adding to the Activity Type List RRS feed

  • Question

  • This question is for our internal CRM 4.0 system.

     

    Currently under Activity Type the list is:

    Task

    Fax

    Phone Call

    E-mail

    Letter, etc...

     

    I would like to add "Demo" to this list...can this be accomplished?  If so, how?

     

    Thank you in advance for any feedback. 

     

    Kimberlie

    Wednesday, April 2, 2008 8:03 PM

Answers

  • Hi Kimberlie,

     

    Unfortunatly, we dont have option to create new activity type. The better option is to rename any existing activity type which is not used in your business.

     

    Wednesday, April 2, 2008 8:22 PM
    Moderator

All replies

  • Hi Kimberlie,

     

    Unfortunatly, we dont have option to create new activity type. The better option is to rename any existing activity type which is not used in your business.

     

    Wednesday, April 2, 2008 8:22 PM
    Moderator
  • That would work great!  Thank you

     

     

     

    Wednesday, April 2, 2008 8:33 PM
  • Is there any good reason why the activity type cannot be added?

     

    Friday, May 9, 2008 5:48 AM