Support/activities

Manage Activity Types

For each Collection, you can set what types of Activities you can create. For example, if you are keeping track of Stock you may want to create "Stock Received" or "Stock Dispatched" Activities.

Updating Activity Types

  • Start by selecting the appropriate Collection in the Sidebar.
  • Click on the Options menu (⋯).
  • Then click on Configure.
  • A Navigation Pane will pop up next to the Sidebar called Settings.
  • By default the General tab will be highlighted blue and you will see your collection name.
  • Click on the Activities tab.

Activity configuration screen

In order to add an extra Activity Type:

  • Click on Add Type to the far right of the Activity types section.
  • Click in Label and type in a description of the label you require.
  • Click in Icon and change the icon as needed.
  • Click in Colour and change this if necessary.

Alternatively, if there is a category already listed that is not required you can:

  • Click on the Options menu (⋯) to the right of Activity types.
  • Three options will appear - click on Edit.
  • Click in Label and over-type in a description of the label you require.
  • Click in Icon and change the icon as needed.
  • Click in Colour and change this if necessary.