You can add activity types to Heeros PSA and name them according to business needs.
Content
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Rename activity types
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Translate activity types
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Define default activity type
Description
You can add and name activity types to suit your needs. We have pre-created some activity types to Heeros PSA already, but you can rename those and add new ones in Settings.
All added activity types appeard when users create a new activity.
Permissions: Administrator
Settings of activity types
Navigate to Own profile - Settings - Feature settings - Activity
Create a new activity type
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Click "Add Activity type"
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Name the new activity type
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Choose icon
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Activate "Set as default", if the activity type is the default type of new activities.
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Save
Translation and renaming
Default activity types in Heeros PSA are translated finnish, english and swedish. The translation displayed in the acvities depends on the users language setting.
If you want to translate or rename activity type which is already in Heeros PSA
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Click "Translation" field
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Translate or rename activity type
NB!
If user has English (US) selected in the settings as default language, all activities are finnish, if those are not translated by Administrator.