Select Action Types under Business Entities from the Administration tab to process a search. You can change the search filters to process a different search to list other types:
Click Add to create a record or, for a listed type, click 
then:
|
Edit |
to change the name. |
|
Open |
to edit the action type. |
|
Clone |
creates an action type with the same general details as the selected one. You must specify a code for this entry and can change other details. |
|
Code Converter |
to change the code of the action type if it is incorrect. All affected records will be updated. |
|
Delete |
to delete the action type, after confirmation, providing it is not in use. |