Documentation
Documentation

Set up activity types window for Events

From Customers, select Set up module > Activity types

Product Types

Lists all of the defined activity types.

Type

Specifies an activity type prompt.

Description

Specifies a description prompt for the activity type.

Prompts

  • Subtype - Specifies a subtype prompt.
  • Description - Specifies a description prompt for the subtype.
  • Note - Specifies a note prompt.
  • Follow-Up - Specifies a follow-up prompt.
  • Eff Date - Specifies an effective date prompt.
  • Thru Date - Specifies a thru date prompt.
  • Source - Specifies a source prompt.
  • Amount - Specifies an amount prompt.
  • Task Date - Specifies a task date prompt.
  • Action - Specifies an action prompt.
  • CEU Type - Specifies a CEU type prompt.
  • Qty/CEU - Specifies a CEU quantity prompt.
  • UF1 - UF3 - Use these fields to enter prompts for the values entered in the Char 1 - Char 3 fields on the Event System Preferences window.
  • UF4 - UF5 - Use these fields to enter prompts for the values entered in the Number 1 - Number 2 fields on the Event System Preferences window.
  • UF6 - UF7 - Use these fields to enter prompts for the values entered in the Date 1 - Date 3 fields on the Event System Preferences window.
  • CO ID - Specifies the company ID prompt.
  • Other Code -Specifies another code prompt.

Keywords

Specifies keywords (use the lookup icon to open the Select ACCESS_KEYWORDS value(s) window and search for defined keywords.

Other

  • Allow user Edit - Enable to allow users to edit activity records.
  • Profile Position - Specifies the profile position.
  • Retain (months) - Specifies the number of months the activity record will be retained.

To view event activities for a registrant

  1. Select Customers > Manage customers to open the Customer Portfolio.
  2. Find the registrant's record.
  3. Select the Activities-All tab.
  4. Select MEETING from the drop-down list under the Sort by options.
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Note

MEETING activities, which are created when events are closed, do not include fundraising information, such as GIFT activities generated by a fundraising function registration.

  1. Double-click an event to open the Activity Detail window.