Method:Classic General Q&A

Re: How Can I Delete an Activity Type?

Matt — Sat, 07 Jul 2012 18:43:02 GMT

One option: Go to the customize tab and the screens tab link

Click View next to ActivityType and you will see the list.

Re: How Can I Delete an Activity Type?

d.weigle — Sat, 07 Jul 2012 18:35:29 GMT

Um, what happens if I figured out how to do the deletion before you replied and I DID delete the one that came with Method? Possibly my Outlook appointments won't sync up correctly? And how do I fix it now?

Never mind. After a couple hours of fiddling around, I seemed to have fixed it. Not sure how, but it seems to be working.

Re: How Can I Delete an Activity Type?

Method_Paul — Sat, 07 Jul 2012 18:27:15 GMT

1. Hit the "..." next to the Activity Type dropdown.

2. Select the one you want to delete. Be careful....keep the one that came with Method! This is the one with the description "Typically used to record customer meetings, business meetings or scheduled appointments." beside it.

3. Click More Actions... > Delete Activity Type.

Paul

How Can I Delete an Activity Type?

d.weigle — Sat, 07 Jul 2012 18:14:02 GMT

I somehow ended up with two entries for "Meeting" in my Activity Types. How can I delete one of them?