|
<< Click to Display Table of Contents >> Activity |
  
|
|
<< Click to Display Table of Contents >> Activity |
|
The Activity page allows you to create customer activity records provided that you are granted access rights to do so. These activities may include but not limited to collection calls, marketing calls, support calls, support e-mails, etc. Customer activity entries are displayed on the grid and are accessible from the activity page of other functions related to customer transactions. You may filter customer activity entries displayed on this page by using either the column filter or the Search mechanism.
To filter the customer activity entries that can be viewed on this page, perform these steps:
1.In the Search field, enter characters contained in the activity entry you want to see. You may select the field column you want to search in the filter list box, or leave the default "All Fields" option.
2.The activity records that meet the selection criteria will be displayed in the grid on this page.
3.To filter activity records by a specific column, click the funnel icon in the header of the column you want to search.
4.In the pop-up window that appears, specify the filter criteria by entering values in the appropriate fields; then, click the Filter button. To remove all filters and reset the fields, click the Clear Filter button.
5.If the AI integration feature is enabled and configured, you may click the Summarize button to present a summary of the activities recorded for this customer.
To add a new customer activity entry in this page, perform these steps:
1.Click the Add button from the grid's toolbar to display the Create Activity window.
2.In the Create Activity window, enter pertinent information in the available fields. For more information about the fields in this window, see the Create/Update Activity Window section.
3.Click OK to save your changes; otherwise, click Cancel.
To update an existing customer activity entry, perform these steps:
1.Double-click the entry in the grid to display the activity details in the Update Activity window.
2.Review the information shown and update the respective fields that you want to amend, as necessary. For more information about the fields in this window, see the Create/Update Activity Window section.
3.Click OK to save your changes; otherwise, click Cancel.
To delete a customer activity entry from the grid, perform these steps:
1.Highlight the customer activity entry that you want to delete by marking the corresponding checkbox.
2.Click the Delete button on the grid's toolbar.
3.In the message box that appears, click Yes to confirm deletion; otherwise, click No.
© 2026 AccountMate Software Corporation