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Contact - Activity
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Selecting Customer Activities from the Sales/POS Menu displays the Contact Activity Maintenance Form. This is a multi-part form displaying a table listing customer/contacts on the top and the selected/highlighted Customer Contact activity in the lower text fields. When a customer/contact is highlighted, customer information is displayed to the right of the customer table.
To change an activity, press the
The Activity maintenance Form is a form displaying activity information, an extended description, and a result.
Fill in the information requested. To complete and activity, check the Completed box. To enter an Extended Description, select the Extended Description text box and enter comments. To enter a result for this activity, select the Result text box and enter your results. After entering all necessary information, press the Ok button to complete the entry. |