Here you can find more information about the configuration of Activities.
- Go to the Connexys Setup
- All Settings
- Navigate to the setting Activity Overview.
- Application settings used by Activity overview page:
Follow up task + days: The default amount of days a follow up task or event will be planned after the current event.
Show activities on homepage
Drag task +minutes: The default amount of minutes a task or event will be planned after the task/event it was dragged below.
Changing the default task recordtype for a profile
- Go to the Salesforce setup
- Navigate to Manage users
- Open Profiles
- Click the profile you want to edit
- Scroll down to Record Type Settings: Standard Record type settings
- Click on the edit link next to task
- With the pull down you can now pick a different default recordtype