The data table contains a list of all the activity types that are defined in the CRM. Schedulers can view and create activity types via the Skedulo web app–rather than having to find and enter them directly in their CRM.
Note: Users must have the required CRM permissions to create, view and edit the data table.
View Activity Type
The data table list for activity types can be accessed via the navbar (at the far-left of the console). Click on the data tables button (the 3-dots icon) and select "Activity Types" from the menu options.
The table lists all activity types defined in the CRM. The following information is available:
Figure 1. Accessing the activity types list via the navbar.
Figure 2. Viewing activity types in the data table.
Create a New Activity Type
Create new activity types directly within the list by clicking on the "Create new" button at the top-right corner of the list. Complete all required fields highlighted red:
Then click "Create."
Figure 3. How to create a new activity type using the data table.
Also, see Create Activity.