Configure Activities

  1. Go to Configurator > Customers

    The Customers page appears

  2. Click Manage Activities card under Essentials section

    The Manage Activities page appears

  3. Click Create button and define the following:

    • Enter a name for the Activity Type.

    • Select a form template from the Select Form with Customer Field drop -down list
    • Select the check box in Map column to make the activity applicable for the customer type
    • Select the check box in Mandatory to perform to mark the activity as mandatory before a sign-off
    • Select the check box Display Activity in Forms to make the activity visible in the Forms module
  4. Click Save