This screen is displayed when you click the Activity tab at the debtor maintenance screen (go to Finance ➔ Accounts receivable ➔ Maintain or CRM ➔ Accounts ➔ Maintain accounts, and then click New or select an account and click Edit). In this tab, you can edit or delete activity types. It is also possible to define the relevant information for activity types that range from sales questions and complains to customer surveys and others.
Select a priority to display created activity types with the relevant priority. You can choose from Urgent, High, Medium, Low, or Long term. Alternatively, select All to display created activities with all priorities.
Select a status to display activity types with the relevant status. You can choose from All, Open, or Realized.
Type or select a date or date range to display activity types created at a certain date or within the date range.
Activities that have been activated (select an activity, click Open, and then select the Active check box and click Save) at System ➔ General ➔ CRM ➔ Activity types are displayed. Information such as the type of activity, description, status, and others are also displayed.
Note: It is possible that not all the columns in the overview are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.
Click this to modify the details of the selected activity.
Click this to delete the selected activity.