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This text refers to program version 8.4  

Default Activity Text Codes

This page describes the Default Activity Text Codes setting in the CRM module.

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The Default Activity Text Codes setting in the CRM module allows you to define sets of Text Types which will then be added automatically to new Activities when you specify the Activity Code. You can allocate one set of Default Activity Text Codes to each Activity Code (using the Def. Text Codes field).

To open the setting, first change to the CRM module using the [Switch Module] button in the Navigation Centre. Then, if you are using Windows or Mac OS X, click the [Settings] button, also in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcuts and then double-click 'Default Activity Text Codes' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Default Activity Text Codes' in the 'Settings' list. The 'Default Activity Text Codes: Browse' window is displayed, showing all Default Activity Text Code records previously entered.

To enter a new record, select 'New' from the Create menu (Windows/Mac OS X) or + menu (iOS/Android). The 'Default Activity Text Code: New' window appears: enter the details as appropriate and click the [Save] button (Windows/Mac OS X) or tap √ (iOS/Android) to save the new record.

Assign each Default Activity Text Code record a unique Code and Name. In the grid area, list the Text Types that belong to the set of Default Activity Text Codes using 'Paste Special' if necessary. Use one row per Text Type.

After saving a Default Activity Text Code record, assign it to an Activity Type or Activity Types as necessary:

When you specify the Activity Type in an Activity, each Text Type listed in the grid area in the Default Activity Text Code record will be added to the 'Text' card of the Activity automatically:

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Settings in the CRM module:

• Introduction
  

• Activity Classes
  

• Activity Consequences
  

• Activity Priorities
  

• Activity Types
  

• Activity Types, Subsystems
  

• Additional Email Recipients
  

• Classification Types
  

• Company Workflow Overview
  

• Contact Classifications
  

• Contact Settings
  

• Courtesy Titles
  

• CRM Settings
  

• Customer Categories
  

• Default Activity Text Codes
  

• Favourite Activity Types
  

• Global CRM Settings
  

• Industries
  

• Info in Customer Status Report
  

• Info in Supplier Status Report
  

• Job Titles
  

• Leads
  

• Lead Sources
  

• Lead Status
  

• Map Setting
  

• Normalized Phone Numbers
  

• Number Series - Activities, N/L Transactions
  

• Number Series - Customer Letters
  

• Number Series - Opportunites
  

• Opportunity Classes
  

• Telephony Settings
  

• Text Types
  

• User Defined Fields - Activities
  

• User Defined Fields - Contacts
  

• User Defined Fields - Items
  

• User Workflow Overview

Go back to:

• Home page for CRM module manual
  

• Home page for Standard ERP manual

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