Recording the types of interactions with your people is important. Think of update types as the topic or theme of an update. Easily sort by update type on the activity page to see what updates are being made for that specific topic.
We added default update types for your organization, some of which will fit great and others not so much. Our goal was to get you jump started. You can easily delete, edit and add update types that fit perfectly with your organization.
- Click Your Name in the upper right hand corner
- Click Customizations
- Click Update Types
- Add/Edit Update Types
Click Add update type to add a new type the list of existing update types. Update types show to all users in all groups at all locations (if account has multiple locations).
To change the title of an update type click the pencil icon next to the existing title you'd like to change. Type and make the correct changes. Click Save to complete changes.