Activity Type and Sub-type definitions
Activity Types and Sub-types are part of the required fields for creating a new Activity, for a detail description of how to create an Activity please see How to Create Activities. Each Activity Type is shown with it's Sub-Types.
Activity Type
|
SubType
|
Definition
|
Phone Call |
Inbound |
A phone call received by the Rep. |
Outbound (Default) |
A phone call placed by the Rep |
|
Inbound |
An email message received by the Rep. |
|
Outbound (Default) |
An email message sent by the Rep. |
|
Group Mail |
An email sent by the Rep to a group of Ministry Partners (e.g., sent to the Rep’s entire caseload or a sub-set of their caseload). |
|
Letter (Default) |
Mail, specifically a letter (e.g., introductory letter) sent from a Rep. |
|
Card |
A card (e.g., commitment card, postcard) from a Rep. |
|
Materials |
Packages or materials other than regular postal mail sent from a Rep. |
|
Inbound |
Any physical postal mail sent to the Rep. |
|
Group Mail |
Postal mail sent by the Rep to a group of Ministry Partners. |
|
In-Person Visit |
First Visit |
The first time a Rep makes an in-person visit with a Ministry Partner. |
Second Visit |
The second time a Rep makes an in-person visit with a Ministry Partner. |
|
Visit (Default) |
Subsequent times a Rep makes an in-person visit with a Ministry Partner. |
|
Text |
Inbound |
A text message received by a Rep. |
Outbound (Default) |
A text message sent by a Rep. |
|
Group Text |
A text message sent by the Rep to a group of Ministry Partners (e.g., sent to the Rep’s entire caseload or a sub-set of their caseload). |
|
To Do |
To Do |
A task (future or past) that a Rep conducts. |
Video Call |
Inbound |
A video call received by the Rep. |
Outbound (Default) |
A video call placed by the Rep |