Configure Activities
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Go to
The Customers page appears
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Click Manage Activities card under
Essentials section
The Manage Activities page appears
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Click Create button and define the following:
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Enter a name for the Activity Type.
- Select a form template from the Select Form with Customer Field drop -down list
- Select the check box in Map column to make the activity applicable for the customer type
- Select the check box in Mandatory to perform to mark the activity as mandatory before a sign-off
- Select the check box Display Activity in Forms to make the activity visible in the Forms module
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- Click Save