Activity Items are custom or system-defined activities you can track in Finalsite Enrollment, such as 'Sent Viewbook' or 'Sent Open House Invite.' They are managed from Settings > General > Activity Items.
💡Quick Answers
- How do I create a new activity item? Navigate to Settings > General > Activity Items and click the green Add a New Activity Item button (or the plus+ button).
- What is the difference between Standard and Custom activity types? Standard activities are system defaults (like online inquiry) that cannot be deleted; Custom activities are ones you create and can be edited or made inactive.
- Can I make an activity item inactive instead of deleting it? Yes, clicking the red X on a custom activity moves it to the Removed Activity Items section at the bottom of the page.
- How do I restore a previously inactivated activity item? In the Removed Activity Items section at the bottom of the Settings > General > Activity Items page, click the green restore button to the right of the item.
How-To: Add, Remove, & Manage Activity Items
To access the setup page for your activities, navigate to Settings - General - Activity Items. Click the green Add a New Activity Item button (or the plus+ button) to create any new activity items you want (e.g. Sent Viewbook, Sent Open House Invite).
On this page, you will see a list of all of your Activity Items with the following columns:
- Name: Display name of the Activity Item.
- System Name: Internal name of the activity used behind the scenes by the system. This cannot be changed.
- Type: Any activities you create will have a Custom type. All system activities, such as online inquiry and online application, will have a Standard type. Standard-type activities are default activities in the system and cannot be deleted.
- Actions: For Standard activity types, no action can be taken since they are set up as system defaults. For all Custom activity types, you can click on the blue pencil icon to edit an existing activity. or click on the red X icon to make an activity inactive.
If you choose to make an activity item inactive, it will move to the Removed Activity Items section. Click into this section at the bottom of the page to see any previously inactivated activity items. You can also use the green button to the right of any item to restore it to the list of active items.
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