You can customize Activity Types in Firm360 to match the terminology and workflow used at your firm. Activity Types help categorize and organize interactions with your clients, making it easier to track communication and client notes.
Common examples of Activity Types include:
Phone Calls – Conversations with clients or third parties conducted by phone
Client Notes – Notes documenting client discussions, updates, or important details
Emails – Communication received from clients
Meetings – In-person or virtual meetings
By customizing these categories, your firm can ensure activities are labeled consistently and aligned with your internal processes.
Permissions Required
You must have the Admin role to add or edit Activity Types.
How to Add or Edit Activity Types
Navigate to Customization in the ribbon under the Admin section.
Click Activity Types.
To create a new Activity Type, click Add in the lower right corner.
To modify an existing Activity Type, click Edit next to the applicable item.