Activity types
Activity types are the vocabulary of the CRM timeline: what kind of entry a salesperson logs on an organization or a contact — a call, a visit, a note.
Where you find it
Commerce Studio › Configuration › Activity types —
/commerce/configuration?tab=activity-types.
What it does
Seven types ship built in: System, Note (the default), Phone call, Email, Meeting, Visit and Task. System is the exception — it is written by the platform itself for the audit trail, and a person cannot file one; that keeps the registration decisions on a timeline honest. New activity type adds your own.
Fields and controls
| Column | What it shows |
|---|---|
| # | Position. |
| Name | The type's name. |
| Code | The stable identifier. |
| What it means | A short description. |
| Default | The type an activity logged without one gets. |
| Built in | Whether the value ships with the platform. |
What happens when you change it
A new type appears in the Log activity dialog on organizations and contacts. Existing timeline entries keep their type.
Permissions
The customers app declares create, read, update and delete on activity types in its manifest. Which Cockpit roles may open this screen is not verified.