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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:


to change the name.


to edit the action type.


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.


to delete the action type, after confirmation, providing it is not in use.