Master Records > Customer > Set Up Customer Record > Activity

This window is used to enter information pertaining to new customer activity record or to update information about an existing customer activity record. This window is displayed either by clicking the Add button on the grid toolbar, or double-clicking a customer activity entry on the grid.

Perform the following in this window:

1.Accept or amend in the Date/Time field the applicable date and time for the activity record. The default date and time displayed on this field is based on your workstation's current date and time.

2.Enter in the Activity Type field the applicable activity type code. Alternatively, you may click the List box button to display the list of available Activity Type codes; then, click the code to select.

3.If applicable, enter in the Stage field the status of this activity record. This field is optional if the Stage is not required in the Activity Type selected. Click the List box button to select from the list of Stage options available. Options that appear on this list are entered in the Activity Type Maintenance function.

4.Enter in the Transaction Type field the nature of the transaction associated with the activity record, if applicable. You may click the List box button to select from the list of available options.

5.In the Transaction # field, enter the reference number of the transaction associated with the activity record (e.g., sales order number, invoice number, etc.), if applicable.

Note: The Transaction # field is a one-time setup and is enabled only if the activity type record is assigned a transaction type (i.e., sales order/quote, AR invoice, or RMA).

6.You may enter the contact information in the Contact field. Click the List box button to display the list of available contacts; then, click the contact record to select. The contact information is coming from the entries recorded in the Contacts page of the Customer Maintenance function.

7.Review the information in the Created By field, which displays the current user account used.

8.In the Summary and Remarks fields, enter a brief description and notes about this customer activity entry.

9.Click OK to save the customer activity record; otherwise, click Cancel.

Note: The activity record created in this window is automatically saved to the customer record, regardless of whether you save the transaction.

Create/Update Customer Activity

Create/Update Customer Activity

See Also