Add New Global Activities

Use the Global Activity Settings tab under the Activities submodule to add new global activities.

To use the Activities submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To add a new global activity:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company to which you want to add a new global activity.
3. In the left pane of the Settings screen, click Price Lists & Activities > Activities.
4. Click the Global activity settings tab and click New activity .
5. In the Create new activity dialog box, enter or select the necessary information and click OK.
6. You can edit the Activity Name and Activity Phase fields by double-clicking on the corresponding field.