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Accounts Receivable
Customer File
Activity
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(c) Profile Systems Design Group, Inc. 2024 Build: 4.008.727 Help ID: 4383
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Activity
For more information on using Activities, see the video
The Hidden Power of the Activity Feature
.
Activity allows you to document communications with the customer and extra comments associated with tasks performed for the customer.
Activity
Listing
This lists all activities logged for the customer. To view or edit details for an activity, click the
Properties
tab.
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New
Click
New
to create a new activity. Select the activity type, and enter the appropriate information. You can track time for the activity, send a message directly to another user, and attach an image.
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Delete
This deletes an activity from the customer's account.
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Activity History
This summarizes all activities. It can be filtered by activity type and date range, and it can be ordered by age.
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