Can admins re-order the way activity types are listed? Currently, they group together and are listed alphabetically. Can we control the order they are displayed on reports?
The report lists them alphabetically so they are not in "order" of how they would occur. Now, CIA appears first...
It would be helpful to see them grouped IDENTIFY & QUALIFY > INTRO CALL / APPOINTMENT SET > CIA > STRATEGY BOARD > DEVELOP PROPOSAL > MANAGER PROPOSAL REVIEW > PRESENTATION > CUSTOMER MAINTENANCE > PERFORMANCE REVIEW > OTHER
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Yes, you should be able to reorder them. I'm assuming Activity Types is a field as part of an object? If so, in Setup, go to the Object Manager, select the object that houses this field, then select the field. On the page for the field, you'll see all the different types and several options, including a "Reorder" button, which will allow you to choose how they display.