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To manually insert an activity record

See the specific tab areas for detailed instructions on entering activities.

Note: Your administrator can limit edit access to specific tabs.

  1. Open a customer's record in the Manage customers window.
  2. Select the Activities-All tab in the History section of the Manage customers window.
  3. Select the drop-down list located directly below the Sort by area, and select the activity type you want to insert.
  4. Enter the activity information in each cell.

    Note: Data entry can only be made in fields with a white background containing an * (asterisk) to the left of the field.

  5. Press Tab to continue entering data in additional cells.
  6. Click Save.

    Note: When entering activity records, the Date field is automatically populated with the system date. If only the Date field contains data when you save the record, the record will be assumed empty and will not be saved. However, if the activity record contains other data, the activity record will be saved.

See Also

Reviewing the History area

Manage customers window - History tabs

To navigate within the history tabs

To expand a field


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