How do I add/remove business activities?

Business activity refers to transactions, for example for billings and payments, that are created for and recorded on an account.

When you set up a new business, you can assign a business activity to the new business. Connect comes with many predefined business activities; however, you may want to create a custom business activity for your organization. When you add a new business activity to the Connect, you will be able to select the new option from the Business Activity field in Setup New Business or Modify Existing Businesses.

Business Activity field in Modify Existing Businesses

Watch a video

For more information, see the 2018 Business License Refresher Training (1h31m) at 13m07s.

Learn how to add a new business activity and how Connect uses them (1m10s)

Updated 23Oct2018

Adding a business activity

1. Open Connect Business License > Organization > Business Activities.

2. Click New (CTRL+N).

3. Enter the Business Activity.

This is the title you will use to look up the business activity. A title is a descriptive name given to a business activity.

4. Enter the Description.

A description is a word or phrase that describes the character or features of the record.

5. Click Save (CTRL+S).

The new business activity is created.

Changing a business activity

1. Open Connect Business License > Organization > Business Activities.

2. Use the Lookup bar to enter a business activity.

3. Press Enter.

4. Click Edit (CTRL+E).

5. Now, edit the business activity properties.

The updated record is saved.

Deleting a business activity

1. Open Connect Business License > Organization > Business Activities.

Note: You cannot remove a record if related transactions exist.

2. Use the Lookup bar to enter a business activity.

3. Press Enter.

4. Click Delete (CTRL+D).

The record is deleted.

Copyright © 2025 Caselle, Incorporated. All rights reserved.