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This text refers to program version 4.3  

Activity Types

Use Activity Types to classify Activities. Each Activity Type should represent a specific job or task (e.g. sales call, sales appointment or internal meeting). You should give every the same Activity Type to every Activity recording the same task. You can use the Activity Type as a search criterion in many of the reports in the CRM and Mail Value Pack.

In defining your Activity Types, if you have the CRM and Mail Value Pack you should define some that can be used for Results, allowing the classification of the outcomes of Activities.

You should try to keep the number of Activity Types as small as possible, while taking great care to make them mutually exclusive. You can group Activity Types of a broadly similar nature (e.g. all those to do with sales, or all those to do with administration) together by assigning each one to the same Activity Class.

The 'Activity Types: Browse' window lists the available Activity Types: to enter a new item, click the [New] button in the Button Bar. The 'Activity Type: New' window appears: enter the details as appropriate and click [Save] to save the new record.

Code

This is the unique code that identifies this particular Activity Type. It can consist of up to five alphanumeric characters.

It is recommended that the Codes of all Activity Types of the same Class begin with the same character, so that they appear together in the 'Paste Special' list, making selection of the correct one easy.

Class

Paste Special    Activity Classes setting, Sales Support module

You can group Activity Types of a broadly similar nature (e.g. all those to do with sales, or all those to do with administration) together by assigning each one to the same Activity Class.

All Activities with Activity Types belonging to the same Activity Class will appear in the same colour in the Calendar. You can also force a Customer and/or Cost (Time) to be entered for Activities of the same Class.

Comment

Assign a descriptive name to the Activity Type. This is shown in the 'Activity Types: Browse' window and the 'Paste Special' list: it should therefore be descriptive enough to make the selection of the correct Activity Type easy for all users.

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