Enable this feature to automatically send an email to contacts added as guests in an activity:
- Email Template: Contacts receive an email with the activity details and an attached .ics file.
- Use Case: Ideal when you don’t need to send meeting information via email, perhaps due to using external software for meeting management.
Set a default activity type for streamlined activity creation:
- Pre-selected Type: Choose a default type that will automatically be selected for new activities.
- Customization: Ideal for setting the most commonly used activity type in your company.
Customize types to categorize your activities effectively:
- Custom Definitions: Define types based on the nature of the activities.
- Overview Enhancement: Helps in understanding the purpose of each activity at a glance.
System defaults like Call, Deadline, Email, Meeting, Task are integral and immutable. While they can be renamed, altering their meaning is not recommended for system integrity.