Customer Business Activities

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For customers utilizing Business Activities with Acctivate, an additional tab called Activities shows on the Edit Customer window. This tab displays a history of activities related to the currently displayed customer. Each business activity is a record of some specific problem, question, return, or information usually reported from the customer back to the Acctivate user. This list will show any activity with the selected customer added as a related item whether it is a primary or other item in the list. To open the activity, double-click on the row, select and hit Enter, or click View Activity button on customer window toolbar.

To find specific information, start typing a value in the Look for box. Acctivate will begin filtering the list of activities based on what you type. For sorting, click on the column header you wish to sort by to see ascending, descending, or remove the sort order.

Customer Business Activities

The user can easily distinguish the following information:

  • Closed/Open
  • Activity ID
  • Priority
  • Opened Date
  • Status
  • Description
  • Type
  • Code
  • Due Date
  • Promised Date
  • Assigned User
  • Closed Date
  • Contact Name
  • Phone Number