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Manage customers window - Activities-All tab

From Customers, select Manage customers, find customer record, and select Activities-All tab

Show Individual

Toggles between viewing activities at the individual and company employee level, or the company level.

Note: This button is not displayed when an Individual customer type record is loaded in the Customer Portfolio.

Type

When selected, sorts activities alphabetically by type.

Date

When selected, activities by date.

Activity list

Specifies the activity type by which the list will be filtered.

See Also

Managing Activity Records

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


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