Adding and Modifying a Type
This topic describes how to do the following:
- Add a Type
- Edit a Type
- Delete a Type
Add a Type
- Log on to Maximizer CRM.
- Go to Administration > Settings.
- Expand Interactions, and then expand System Fields.
- Click Type.
- Click ADD TYPE.
- In the text box that appears at the bottom of the list, do the following:
Field
Activity
Icon list
Select an icon for this type.
Text box
Type a name for the interaction type.
Bidrectional direction
Click this check box if you want to specify the type of the interaction as bidirectional. Once selected, this action cannot be undone.
You can set the direction as either “incoming” or “outgoing” at the time of creating an interaction.
- Click SAVE.
The newly-added type is placed alphabetically in the list. Click the eye icon to show or hide it.
Edit a Type
- Log on to Maximizer CRM.
- Go to Administration > Settings.
- Expand Interactions, and then expand System Fields.
- Click the drop-down arrow next to a Type and click Edit.
- Change the icon or the name of the type and click SAVE.
Delete a Type
- Log on to Maximizer CRM.
- Go to Administration > Settings.
- Expand Interactions, and then expand System Fields.
- Click Type.
- Click the drop-down arrow next to a Type and click Delete.
- On the confirmation message box, click OK.