Activity Record Type
The Activity record type allows insurance professionals to capture additional information about activities such as call results and the type of call.
Caution: If you make a field required in the Activity
Fields page, that field will be required for both the Task and Appointment
record types. If you want to make a field required for Task but not
Appointment, leave the field as not required in the Activity Fields
page, and in step 2 of the Task Page Layout wizard, set the field
as required. This ensures that the field is required for the Task
record type, but not for the Appointment record type.
The following table shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.
| Field Name | Action |
|---|---|
Call Result |
Add picklist values:
|
Type |
Add picklist values:
|