Set your object value preferences for activities

You can choose which type of valuation you want to display in the Object & Activities window for each Activity file.

Overview

You can choose between these options:

  • Current Insurance Value

  • Current Internal Value

  • Current Value (Regardless of Type)

You can also select a first priority and a second priority for the value display. If the system does not find a value that corresponds with your first priority, it will look for a value that matches with your second priority.

Steps

  1. Go to the Tools menu, then System Maintenance, then click Activities Configuration.

  2. Go to the Object Values tab.

  3. For each Activity file, in the First Priority Object Value field, select the valuation type you wish to default in the Objects & Activities window.

  4. Optional: In the Second Priority Object Value field, select the valuation type you wish to display if the system does not find a match for your first priority.

  5. Click OK.