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Define Activities

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Tuned Listener
Posts: 7
Country: Hong Kong
Accepted Solution

Define Activities

How can I rename Activities options, from Call,Meeting,To Do. to more appropriate activity names that reflect my business. Ideally we would like to be able to have  other activities shown in graph form in the dashboard, rather than bundling all under 'Other'

Any help of success stories appreciated.

Charlie 


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Solution
Accepted by topic author charliecroker5
‎09-25-2015 03:20 AM
Copper Elite Contributor
Posts: 127
Country: Australia

Re: Define Activities

Charlie,

 

while you cannot rename those activity types, you can create your own via the "Schedule-Manage-Activity Types" menu.

 

These new activity types will not show separately in the ACT! Dashboard, they are grouped under "Other", however, they do show when using the addon Topline Dash. www.toplineresults.com

 

 

Regards
Neil Gilford
ACT! Certified Consultant
Gilford Computer Solutions
neil@gilford.com.au

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Solution
Accepted by topic author charliecroker5
‎09-25-2015 03:20 AM
Copper Elite Contributor
Posts: 127
Country: Australia

Re: Define Activities

Charlie,

 

while you cannot rename those activity types, you can create your own via the "Schedule-Manage-Activity Types" menu.

 

These new activity types will not show separately in the ACT! Dashboard, they are grouped under "Other", however, they do show when using the addon Topline Dash. www.toplineresults.com

 

 

Regards
Neil Gilford
ACT! Certified Consultant
Gilford Computer Solutions
neil@gilford.com.au