Client Level Activities

Activities can be processed at the client level. These activities apply to the client selected. The activity link will only appear on the Client screen if the user has security privileges to perform client level activities. Client level activities are added and processed on the Client screen.

If Activity Shading is enabled, then activities will display on the Client level Activity screen in various colors according to their status. Refer to the explanation of color statuses for additional information.

Nonreversible Activities

Some activities are configured to prevent a user from reversing or recycling it once it is processed. These nonreversible activities will not have a delete or recycle icon. They are also not affected by other activities that are reversed or recycled around them. A special option to Delete is available in the Display multi-select combo box at the top of the Activity screen. If a user has the proper security privileges, then this option can be selected that grants the user the ability to delete a nonreversible activity or spawn. Selecting the Delete option applies a trash can and recycle activity to the Activity column for the activity.

Steps to Process Client Activities

1. Open a client record.

2. Click the Add Activity link on the Action list below the Entity Navigation list.

3. Select the activity from the drop down list.

4. Enter the activity details.

5. Click OK.

6. Click the Activities link in the Entity Navigation list. This will open the Activities screen with Activity list.

7. Click the process icon to process the activity.