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!
Best answer by DavidEichner
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
I’m also looking to add a new “Task” class but related to Vendors. Were you able to make this happen?
+13I 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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