I’d like to add a new Activity Type for a customer, but when I click the ‘+’ button, the Class field defaults to “Activity” and I can’t change it.
I’d like the Class for the new Type to be “Task” so that the Start Date, Due Date and Reminder fields are available.
Is there a way to do this?
Thank you!
I’m also looking to add a new “Task” class but related to Vendors. Were you able to make this happen?
Hi
I think you would need to either customize or prompt Acumatica to add that capability on the Activity Types screen by submitting a Product Idea suggestion on the community page:
Ideas | Community (acumatica.com)
Also, I recommend you then post a community discussion item to ask others in the community to vote for your idea so it will rise to the attention of the Acumatica product team.
Best,
David Eichner, CPA
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