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Former Member
May 07, 2013 at 03:03 PM

PDF account fact sheet - activities description

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Hello,

When I display the PDF fact sheet into acount overview, I have the list of activities of this account.

As a first column is the transaction type.

All my configuration is done with Best Practices.

As transaction type, I have some codes, i.e. Y007, Y020...when I would like to display description as "Telephone call" , "BP Visit"...

Does anybody know how to change from codification to description?

Thx.