[Donor Management System] Adding & Modifying Activity Types

Activities are used to track key interactions that take place between your Organisation and the Contacts within the DMS.

There are many pre-set Activity Types available, but if these do not suit the needs of your organisation, you can create Custom Activity Types.

—> Learn more about Activities


Adding a Custom Activity Type

1. Go to the Administer Tab

2. Select Activity Types

3. On the next page, you will see a list of all of your existing Activity Types

Important: We strongly recommend that you do not modify the default Activity Types on this page.

4. Select the Add Activity Type button

5.  You will then have to opportunity to choose the criteria of your custom Activity Type. You will have the following options:

  • Label: The name of your custom Activity Type. This name will only be visible to members of your organization.
  • Description: Add a description of your Activity Type.
  • Order: Choose the order in which the available Activity Types appear in menus throughout the DMS. e.g. if the Order Number of the Activity is “2” that Activity Type will be listed second in any Activity Type menus in your DMS.
  • Icon: Choose an icon to represent your Activity Type.
  • Enabled?: Checking this box will Enable your custom Activity Type.

6. Once ready, select the Save button on the bottom right of the page

7. You will find your custom Activity listed on the Activity Type page


Modifying Activity Types

1. Go to the Administer Tab

2. Select Activity Types

3. On the next page, you will see a list of all of your existing Activity Types

Important: We strongly recommend that you do not modify the default Activity Types on this page.

4. From the Activity Type page, you will have the following options:

  • Add Activity Type: Add custom Activity Types to apply to Contacts in your DMS.
  • Edit: Edit the criteria of the Activity Type.
  • Disable / Enable (Custom Activity Types only): Custom Activity Types can be Enabled or Disabled. Enabled Activity Types will be an available Activity Type to apply to your Contacts in the DMS. Disabled Activities will not be available to apply to Contacts within your DMS.
  • Delete (Custom Activity Types only): Delete any custom Activity Types from your DMS.

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