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<< Click to Display Table of Contents >> Activity |
  
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<< Click to Display Table of Contents >> Activity |
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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 emails, etc. You may filter or amend the customer activity entries displayed in this tab using the Selection Criteria. Customer activity entries are displayed on the grid and are accessible from the activity page of other functions related to customer transactions.
To add a new customer activity entry in this page, perform these steps:
1.Click the Add button or the Insert button from the grid's toolbar to display the Create/Update Activity window.
2.In the Create/Update 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 entries.
To filter the customer activity entries that can be viewed in this page, perform these steps:
1.Click the Expand (
) button in the Selection Criteria section to display the available filter options.
2.Define the filter criteria in the following fields:
2.1. Select the option that you want to use:
•Last Number of Days •Activity Date |
2.2. In the following fields, you may select either ALL or Range option. If you select Range, you must enter or select the appropriate values in the From/To fields in any of these fields:
•Entered By •Activity Type •Transaction Type •Transaction # •Contact |
2.3. In the Description Contains field, you may enter specific characters, words, or phrases if you want to show activity records that contains the specified values in the activity's description. |
3.Click the OK button to display the activity records that meets the selection criteria.
To update an existing customer activity entry in this tab, perform these steps:
1.Double-click the activity entry in the grid to display the Create/Update Activity window.
2.Update the information in the Create/Update Activity window. For more information about the fields in this window, see the Create/Update Activity Window section.
3.Click OK to save your changes.
To delete a customer activity entry from the grid, perform these steps:
1.Highlight the customer activity entry that you want to delete.
2.Click the Delete button in the grid toolbar.
3.Click OK to save your changes.
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