Activity Types

Map My Customers has 6 standard Activity Types:

• Visit
• Call
• Email
• Meeting
• Lunch
• Task

These can capture a variety of activities that you and your team do. This allows you to track what type of activity is most effective and what kind of work is being done. You can add your own custom types to further categorize the work you do.

To add an Activity Type:

1. Go to the Activities Page
2. Click  (More Icon) next to “Activity Types”
3. Select “Add New Type” from the dropdown menu
4. Fill in your Custom Activity Type Name
5. Select "Confirm"

To edit, deactivate or delete a Custom Activity:

1. Go to the Activities Page
2. Hover your mouse over the desired Activity Type
   
3. Click the  (More Icon) that appears
4. Select “Edit,” “Deactivate” or “Delete”
   • "Edit" allows you to edit the activity 
   • "Deactivate" removes the option to create activities of that type in the future
   • "Delete" removes that type from the list completely. 

Note: Default Activity types cannot be edited, deleted, or deactivated.

Activity Types can also be set up on the mobile application.

To add an Activity Type on Mobile:

1. Open the Settings Screen by tapping the Gear Icon
2. Tap "Activity Types"
3. Tap “+ Activity Type”
4. Fill in your Custom Activity Type Name
5. Tap "Save"

To edit a Custom Activity on Mobile:

1. Open the Settings Screen by tapping the Gear Icon
2. Tap "Activity Types"
3. Tap the desired Activity Type
4. Rename Custom Activity Type
5. Tap "Save"

To activate/deactivate an Activity Type:

1. Open the Settings Screen by tapping the Gear Icon
2. Tap "Activity Types"
3. Toggle to enable/disable each Activity Type

Note: Custom Activity types must be deleted on the Web