Previous Topic

Next Topic

To view a customer's SALES activities

  1. FInd the customer record using the Customer Portfolio.
  2. Select the Activities - All tab.
  3. Select SALES from the drop-down list displayed on the right side of the Activities - All tab.
  4. Double-click a line item to display the detailed information for the line item on the Activity Detail window.

See Also

Viewing pledge adjustments in the Customer Portfolio


ASI logo 10.6 Production Release. Updated 1/31/2006 5:33:36 PM
Copyright © by Advanced Solutions International, Inc. All rights reserved.