Configuration - Activities

Follow

Here you can find more information about the configuration of Activities.


Application settings

- 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

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