Edit Company Settings

Use the Company Activity Settings tab under the Activities submodule to edit company settings.

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

To edit the settings of a company 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 company activity that you want to edit the settings of.
  3. In the left pane of the Settings screen, click Price Lists & Activities > Activities.
  4. Click the Company activity settings tab.
  5. Highlight the activity that you want to edit the settings of and select or unselect the check box of any of the settings, as applicable.