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<< Click to Display Table of Contents >> Navigation: Activity and ToDo Managers > Viewing Customer Activity |
To view activity for a particular customer:
From the Customer Manager
| 1. | Open the Customer Manager by pressing the Customer button on the Toolbar. |
| 2. | Find and select the customer who's activity you want to view. |
| 3. | Press the Activity tab. |
| 4. | Set the dropdown box on the right to view All, Open or Completed Activities. |
To view activity for all customers for a particular range of dates:
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. | Set the First Date and Last Date to view the range of dates you want. |
| 4. | Set the Clerk to view only Activity by or for a particular clerk. |
| 5. | Set the Status to view All, Open or Completed Activities. |