Customer Product IDs
…product description. quick lookup When a customer orders product using their own ID rather than yours, promptly find the product by that criterion via a dynamic search ability, scan a…
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Customer List
…filtering capability exists in the Look for box next to the Type filter. Begin typing some value to search the timeline for specific information. Acctivate will automatically start populating the…
Activities List
…the Activities menu in the left navigation bar. The default Filter is set to Open only with the option to create customized filters to be saved for future use. To begin a search, start typing in the Search…
Purchasing List
…activities by clicking the Type drop down menu. Additional filtering capability exists in the Look for box next to the Type filter. Begin typing some value to search the timeline…
Sales List
…down menu. Additional filtering capability exists in the Look for box next to the Type filter. Begin typing some value to search the timeline for specific information. Acctivate will automatically…
Vendors List
…filtering capability exists in the Look for box next to the Type filter. Begin typing some value to search the timeline for specific information. Acctivate will automatically start populating the…