The Activity tab allows a user to see all activity logged for a customer either manually through the Log Activity function or automatically when a task is marked complete. The Activity data grid is a full-function grid that includes all data set when the activity was logged.
Figure 37: Activity tab
A user can double-click on an activity record to view the item through the Activity Logged dialog.
Figure 38: Activity Logged screen
Fields listed in the Activity data grid and Activity Logged screens are listed in the table below. Each field in the data grid is available to be selected, sorted, filtered, etc. as part of a full-function grid (see Data Grids for more information).
|
Customer Information Field |
Description |
|
Created Date |
Displays the date and time that the activity was actually logged. |
|
Activity Date |
Displays the date that the user entered the activity. |
|
Logged By |
Displays the system name of the user that logged the activity. |
|
Activity Type |
Displays the type selected by the user for the activity. |
|
Order Number(s) |
Displays the orders selected by the user to be associated to the activity. |
|
Invoice Number |
Displays the invoices selected by the user to be associated to the activity. |
|
Result |
Displays the result type selected by the user for the activity. |
|
Contact Name |
Displays the name of the customer contact selected by the user to be linked to the activity. |
|
Alerts |
Displays the alerts selected by the user to be linked to the activity. |
|
Note |
The text of the note for the activity is listed as a separate row. |
See the AR Detail Right-Mouse Click Options section for more information on right-mouse click functionality.
RELATED TOPICS:
AR Credit & Collections Log Activity