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. 

 

KwikSlsActivityMaintenanceTable1

 

To change an activity, press the ButtonChange1 button.  To enter a new activity, press the ButtonInsert1 button.  In both cases the activity Maintenance form is displayed

 

The Activity maintenance Form is a  form displaying activity information, an extended description, and a result.

 

KwikSlsActivityMaintenanceForm1

 

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.