Master Data
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      Create a new activity classification type

       

      In Recordbase, go to Settings and under Master data select Activity classification types

      Select the New button and you will be given a screen to fill out all of the details for your new activity type.

      Select the teams that will use this activity type.

      Note: If these teams use activity templates, you will need to modify these to include the new activity type. Activities using the general template will have them available for selection.

      Adding activity classification types requires team management permissions. Talk to your Recordbase administrator to add a new activity classification.