<aside> 💡 Users can create and implement Custom Activity Codes to be used on the web and mobile. Custom Activity Codes are aliases of Standard Activity Codes.

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Activity Codes 📖


  1. Click Settings to get started

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  2. Click the Activity Codes tab, set the Company and then the New button towards the top of the page

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  3. Set the Base Activity Code, the Custom Activity Code, Custom Description and click the Save button towards the top of the popup

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  4. The record is saved and listed in the Activity Code grid for the related Company

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