|
<< Click to Display Table of Contents >> Navigation: Activity and ToDo Managers > Modifying and Adding To Customer Activity |
To modify and add to 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. | Select the activity you want to modify and press the Modify Activity button. |
| 5. | Press the Add Note or select an existing note and press the Edit Note button |
| 6. | Fill in or modify the Contact (who you spoke with), select the Clerk responsible for the activity and any type any Notes about the activity. |
| 7. | Press the Save button. |
| 8. | Make any changes to the Activity if you need to. |
| 9. | 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. | Select the activity you want to modify and press the Modify button. You can filter the activities by Date Range, Status or Clerk. |
| 4. | Press the Add Note or select an existing note and press the Edit Note button. |
| 5. | Fill in or modify the Contact (who you spoke with), select the Clerk responsible for the activity and any type any Notes about the activity. |
| 6. | Press the Save button. |
| 7. | Make any changes to the Activity (Status or Activity Date) if you need to. |
| 8. | When you are finished press the Save button. |