Reviewing Account Activities

Access the Account Activity Log form.

To review information about an activity, select the activity and then click Select. The system displays the form that corresponds to the activity message.

Company

Enter the company for which you want to review activities. Enter * to review all activities for the customer regardless of company.

Activity Date

Displays the date an activity was performed or, for promise activities, the reminder date.

For Promise activities (activity type 30), the activity date is the tickler date, which normally contains a date in the future; therefore, you might need to change the Activity Date thru field to a future date to display Promise activities.