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Activity Type

  1. Log into Fox Admin (requires Administration role)

  2. Click the System Settings tab in the side menu.

  3. Scroll down to Activity Types.

Create an Activity Type

  1. To create a Activity Type, click the '+' button.

  2. Enter the name of the new Activity Type.

  3. Click Add Activity Type.

Update an Activity Type

  1. To update the name of an Activity Type, click the 'Pencil' icon on the Activity Type you want to update.

  2. Enter the new name of the Activity Type.

  3. Click Save Activity Type.

Delete a Activity Type

  1. To delete an Activity Type, click the 'Bin' icon on the Activity Type you want to delete.

  2. If the Activity Type has dependencies, you will not be able to delete until they are transferred to another Activity Type. Click Transfer And Delete. If there are no dependencies, click Delete.