Customise the Activity Type for Activities

When using the calendar or creating a Activity, you may like to add/remove or change the standard Activity type

The Standard Activity Type are

Appointment

Call

Meeting

Note

Sales Call

Sales Meeting

To-Do

However there is a need for a addition Activity Type Feature you can follow the below instructions

Goto the Activties Type Settings

1. Click on the CRM Drop Down Menu
2. Click on Activity Types

Activity Type

You will have a list of activities you have in the database. To Create a new Activity Type.

New Activity Type

Color is display on the Calendar

1. Color is display on the Calendar
2. Name of the Activity TYpe
3. Visible on Calendar means that this activity displays on the calendar inside of CreataCRM
4. Is Default, if the first Activity display in the drop down menu
5. Products = When invoice, in Jobs to invoice or activity to invoice, the time on the activity will calculate on (product X the time on the activity).
6. Shows on Utilsation Board
7. Timer
   1. Show on Timer
   2. Time Show Rate
   3. Timer Show Service
   4. Timer Show Notes
   5. Timer Show Subject

Make Default

When Creating an activity, we can make as default Activity