Automatically Add Activity Phases

To use the Activities submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To automatically add an activity phase:

1. On the main toolbar, click Settings .
2. In the left pane of the Settings screen, click Price Lists & Activities > Activities.
3. On the Activity Phase Settings tab, highlight the activity phase you want to automatically add and select the Auto Add checkbox.