Activity Types


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Activity Types enable you to quickly identify certain kinds of activities, by using types like "Fundraiser", "Party", "Luncheon", etc.

An activity type is not required for every activity, therefore you are allowed to delete a type that is in use.  If you choose to delete the record even after being prompted that it is in use, the value will be cleared on any records that were using it.

Maintaining Activity Types

1Choose Tools > Dropdown Lists > Activity > Activity Types.
2The Maintain Activity Types list enables you to Add, Open, or Delete any entry.
3Choose the appropriate option. If you are adding or changing an entry, the following fields are available:

 Value - The name of the activity type.

 Default - Select this option if you want this activity type to be the default for new activity records. Setting a default is optional.

Combining Values

Entries on this list can be combined into one. See Merging/Combining Values for details.