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How Can I Delete an Activity Type?

Last post 07-07-2012 1:43 PM by Matt. 3 replies.
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  • 07-07-2012 1:14 PM

    How Can I Delete an Activity Type?

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

  • 07-07-2012 1:27 PM In reply to

    Re: How Can I Delete an Activity Type?

    Answer

    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

  • 07-07-2012 1:35 PM In reply to

    Re: How Can I Delete an Activity Type?

     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.

  • 07-07-2012 1:43 PM In reply to

    • Matt
    • Top 10 Contributor
    • Joined on 11-04-2008
    • Posts 877

    Re: How Can I Delete an Activity Type?

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

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


    Matt Raiser

    Founder,



    www.techinthefield.com

    matt@techinthefield.com

    219-221-9500



    ~ Method user / partner since 2008

    ~ Over 15 years field service experience

    ~ 2013 Method Partner of the Year

    ~ Degree in Computer Science





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