Kavi® Members Help

Chapter 140. Add an Activity Type

Table of Contents

Overview
Steps
Related Topics

Overview

The Add an Activity Type tool allows you to create new activity types specific to your organization as required. These activity types will then be available in addition to the set of default activity types provided by Kavi Members.

Activity Types are used in User Activity History and Company Activity History to indicate the nature of an event recorded in the activity history. Whenever a Kavi Members tool performs a task that changes a company or user record in the Kavi Members database, the change is recorded in the Full Activity Log and activity history tables and a default Activity Type (e.g., 'Added,' 'Edited,' 'Renewed,' etc.) is automatically assigned. When an administrator adds an Activity Note to a company or user activity history they may manually assign a custom Activity Type to their note.

Once an activity type is added and used in an activity record, it becomes permanently available in all activity history searches and reports, even if it is later edited or deleted.

Use the Add an Activity Type page to:

Create a custom activity type as required for your organization's web site.

Back to top

Steps

Add

Provide the name and description of this activity type, then click Save.

Options:

Name

The name assigned to the activity type.

Description

A short textual description of the activity type.

Done

You have just added an activity type!

Back to top