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Setting Up the Activity Codes Drop-Down List

The Activity Code can be used to record employee activities (e.g., mail monthly invoices, mail event brochure, call speaker to confirm participation, send membership information).

The Activity Code Drop-down List

You can add, edit, or delete drop-down list items from the Activity Code list on the Miscellaneous tab in CRM Setup.

To add an Activity Code to the drop-down list:

  1. Navigate to the CRM Overview page.
  2. On the Overview page, click Setup.
  1. On the Customer Information page, select the Miscellaneous tab.
  2. On the Activity Type child form, click ADD. The Activity Code Information window displays.
  3. Enter a Code.
  4. Enter a Description.
  5. Select a Customer Type the activity will likely apply to (Individual or Organization).
  6. Click Save to add the code to the Activity Code drop-down list.
    This adds the activity code to the Activity Code drop-down list.

To edit an activity code:

  1. Click the edit button next to the activity code to be edited.
  2. Make your changes and click Save.

To delete an activity code from the drop-down list:

  1. Click the delete button next to the activity code to be deleted.
  2. Click OK to confirm the deletion.