Replace Global Activities

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

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

To replace a 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 containing the global activity that you want to replace.
3. In the left pane of the Settings screen, click Price Lists & Activities > Activities.
4. Click the Global activity settings tab.
5. Highlight the global activity that you want to replace and on the grid toolbar, click Replace activity .
6. In the Replace activity dialog box, use the drop-down list to select the replacement value for the activity that you want to replace and click OK.