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Managing Activity Records

The Activities-All tab enables you to enter, edit, and view activity records for a customer record. The following fields display on the Activities-All tab: Type, Product Code, Date, Attachment(s), Description, Note, Thru Date, Amount, and Units.

Note: Your administrator can limit access to Activities-All tab functionality.

In This Section

Manage customers window - Activities-All tab

To enter an activity from the Activities-All tab

To view all activities

To edit an activity from the Activities-All tab

To delete an activity from the Activities-All tab

See Also

Historical Customer Data

History Tabs Overview

Sorting history tab data

Reviewing the History area

Viewing Results

Viewing Record History

Managing Call Activities

Managing Letter Activities

Viewing Company Rosters

Viewing AR/Cash Activity Records

Viewing Billing Items

Viewing Event Registrations and Activities

Viewing Orders and Order Activities

Viewing Exhibition Registrations and Activities

Viewing Exposition Activities

Viewing Certification Activities

Managing Label Preferences

Viewing Change Log Activity Records

Viewing Fund Raising Information

Managing Matching Plans Information

Managing Notification Information

Viewing Opportunity Information


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