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This text refers to program version 6.2  

Activity Types, Subsystems

You can have Activities created automatically from some records. Use this setting to control this feature.

You can create Activities using the 'Create Activity' function on the Operations menus of the Customer Letter, Mail and Quotation screens. The Activities will be given the Activity Type specified on the right.

In the case of Customer Letters and Mails, you can have Activities created automatically when you approve and save records (in the case of Mails, when you mark them as Sent and save them). Check the boxes on the left if you would like this to happen: they have no power over the 'Create Activity' function. Again, the Activities will be given the Activity Type specified on the right.

Check the Done box on the extreme right if you would like new Activities to be marked as Done when they are created from a particular register.

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In this chapter:

• Introduction
  

• Activity Classes
  

• Activity Consequences
  

• Activity Types
  

• Activity Types, Subsystems
  

• CRM Settings
  

• Target Time
  

• Text Types
  

• User Defined Fields - Activities

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• Home page for Activities, Calendar and Task Manager manual
  

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