Administrative Task
Activity Types
To create a new activity type, complete the fields for 'Activity Type Name', 'Parent', 'Color', ...
Contact Types
Refer to the categories or classifications of contacts you manage in a system When adding or edi...
Parcel Types
Are classifications used to organize and manage different kinds of parcels within a system. Prope...
Address Types
Are used to categorize and organize the different types of addresses managed within the system. T...
Relationship Types
Classifications used to define and manage the nature of relationships between contacts, accounts,...
Membership Types
Are categories used to define and manage different levels or classifications of memberships withi...
Preference Types
Classifications used to define and organize different kinds of user or system preferences within ...
Maintenance Types
Are classifications used to organize and manage various maintenance activities within an organiza...
Pet Types
Allows users to define and manage standardized categories of animals within the system. This ensu...
Department Types
Used to categorize and manage organizational units within the system. Proper configuration ensure...
Location Types
Helps standardize data entry, streamline workflows, improve reporting accuracy, and facilitate op...
Trade Types
Trade Types are predefined categories used to classify and organize the various skilled services ...
Warranty Status
The Warranty Status section allows administrators to define and manage the different statuses use...
Unit Locations
The Unit Locations section is used to define, manage, and track the various physical or virtual u...
Referral Resources
The Referral Sources section allows administrators to define and manage the origins or channels t...
Sales Representatives
The Sales Representatives section allows administrators to define and manage individuals or teams...
Ratings
The Ratings section allows administrators to define and manage evaluation or performance levels u...