Activity Types

Use activity types to categorize and manage activities and to determine where activities display in Vision and in Connect for Microsoft Outlook. Examples of activity types are meetings, tasks, phone calls, and so on. You specify the activity's type when you create the activity record.

You set up user-defined activity types in the Activity Type code table in Configuration > General > Code Tables. The system-provided activity types also appear in the Activity Type code table, and you cannot delete them.

An activity's type has a display setting associated with it in Activity Type Code Tables Configuration. The display setting — Calendar, Task, or Activity Manager Only — determines where the activity displays in Vision and Connect for Microsoft Outlook. You select a display setting for user-defined activity types that you create.

Activity Types and Their Display Setting in Activity Type Code Table Configuration

The activity types and their display settings are as follows:

System-Provided Activity Type	Display Setting
Email	Activity Manager Only
Mailing	Activity Manager Only
Merge	Activity Manager Only
Meeting	Calendar
Phone Call	Calendar
Task	Task

Activity types with an Activity Manager Only display setting are non-calendar and non-task activities that are considered to be generic activities. Examples are email messages and mailings.

Where Activities Display in Vision

Activities display in the following Vision locations based on an activity type's display setting.

Display Setting for the Activity Type	Where the Activity Displays
Calendar	Calendar Activity Manager Activities grid on associated Vision records in the Contact, Client, Opportunity, and Vendor Info Centers
Task	Calendar, when a user selects the option to view tasks Activity Manager Activities grid on associated Vision records in the Contact, Client, Opportunity, and Vendor Info Centers
Activity Manager Only	Activity Manager Activities grid on associated Vision records in the Contact, Client, Opportunity, and Vendor Info Centers

Where Activities Display in Connect for Microsoft Outlook

Activities display in the following Microsoft Outlook locations based on an activity type's display setting.

Display Setting for the Activity Type	Where the Activity Displays in Connect for Microsoft Outlook
Calendar	Calendar Activities folder Activities grid on associated Vision contact, client, opportunity, and vendor records
Task	Task folder Activities folder Activities grid on associated Vision contact, client, opportunity, and vendor records
Activity Manager Only	Activities folder Activities grid on associated Vision contact, client, opportunity, and vendor records