Add New Global Activities

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

To add a new global activity:

1. On the main toolbar, click Settings .
2. In the left pane of the Settings screen, click Price Lists & Activities > Activities.
3. On the Global Activity Settings tab, click New Activity .
4. In the Create New Activity dialog box, provide the necessary information and then click OK.
5. You can edit the Activity Name and Activity Phase by double-clicking on the corresponding fields.