Creating Customer Activity

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Creating Customer Activity

To create customer activity:

 

From the Customer Manager

 

1.Open the Customer Manager by pressing the Customer button on the Toolbar.

 

2.Find and select the customer you want to add activity to.

 

3.Press the Activity tab for the customer.

 

4.Press the Add Activity button.

 

5.Fill in the Description of the Activity, Contact (who you spoke with), select the Clerk responsible for the activity and any Notes about the activity.  The required fields are in red and only the description needs to be filled in.

 

6.You can also set the Status of the Activity to Open or Complete.  By default RetailEdge will set the Status to Open.

 

7.You can also set the Activity Date to allow you to back date your contacts or set the date forward to remind you perform some future action.

 

8.When you are finished press the Save button.

 

From the ToDo Activity Manager

 

1.Select ToDo Activity Manager from the Tools menu or Activity History from the Customer menu.

 

2.Select Customer Activity from the drop down box at the top of the Manager.

 

3.Press the Add button on the right hand side of the Manager

 

4.Search for the customer that you want to add activity to.

 

5.Fill in the Description of the Activity, Contact (who you spoke with), select the Clerk responsible for the activity and any Notes about the activity.  The required fields are in red and only the description needs to be filled in.

 

6.You can also set the Status of the Activity to Open or Complete.  By default RetailEdge will set the Status to Open.

 

7.You can also set the Activity Date to allow you to back date your contacts or set the date forward to remind you perform some future action.

 

8.When you are finished press the Save button.