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To enter an activity from the Activities-All tab

Note: Your administrator can limit access to Activities-All tab functionality. To enter and edit activities, the Customers authorization level needs to be set to three (3) or greater. To delete activities, the Customers authorization level needs to be set to four (4) or greater.

  1. Open a customer's record in the Manage customers window.
  2. Select the Activities-All tab.
  3. Select the type of activity record you want to add from the activity Type drop-down list. For example, Call.
  4. Double-click the gray box containing the asterisk (*) to open the Activity Detail window.
  5. Click New.
  6. Enter an activity type in the Type field, or click the lookup icon to select an activity type.
  7. Enter values according to the fields that display.
  8. Click Save.

See Also

Managing Activity Records

Manage customers window - 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


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