Types of Activities

Types of Activities is a directory that stores values of activity types and subtypes, used for filling in client activity in the Loan Application.

To view the directory, follow the link: "Directories">>"Types of Activities".

To add a new type of activity, click on the "Create" link.

Fill in the activity name, for example, "Trade", and if necessary, you can add an Activity Subtype by clicking on the "Add" link. After filling in all the required fields, click the "Save" button.

To edit, simply go to the directory and click on the desired row, and the editing window will open.