Delete activity templates to permanently remove the template from NexJ Admin Console and NexJ CRM.
To temporarily remove an activity template from NexJ CRM, deactivate the template by editing it and clearing the Active checkbox.
To delete an activity template:
- Navigate to the Document Codes page.
In the Activity Templates tab, click the Action button for the template you want to delete, then click the Delete button .
You cannot delete an activity template that has been used to create activities in NexJ CRM.
The activity template is deleted.