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Getting more activity types in business activity window 23R1


Chamaka Wimalarathne
Hero (Partner)
Forum|alt.badge.img+15

In 23R1 business activity window , under activity type we can only see meeting and task . how can i activate the rest . what is the window to activate the rest . 

 

 

Best answer by Masheesh

HI @Chamaka Wimalarathne ,

 

You can define valid activity types in basic data page of CRM/SRM default values.

Please note that you cannot add CHAT activity type manually. 

 

 

Best regards,

Masheesh

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PRODQ
Superhero (Customer)
Forum|alt.badge.img+17
  • Superhero (Customer)
  • August 23, 2023

This is Apps9 but I imagine Cloud is simlar?  Basic Data setting...

 


PRODQ
Superhero (Customer)
Forum|alt.badge.img+17
  • Superhero (Customer)
  • August 23, 2023

Ah … here it is..

 

 


Forum|alt.badge.img+8
  • Hero (Employee)
  • August 23, 2023

HI @Chamaka Wimalarathne ,

 

You can define valid activity types in basic data page of CRM/SRM default values.

Please note that you cannot add CHAT activity type manually. 

 

 

Best regards,

Masheesh


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