/
Customer Activity

Customer Activity

Overview

The “Activity” tab allows you to log activities performed with the customer, with any applicable details related to the customer interaction. Like the notes tab, each activity is made permanent the night the activity is entered.

Activity entries are searchable via the Find It! tab in the Customer module and then on the Activity Tab.

Detail

Steps:

-Right Click in the activity area

-Select Add Activity

-Type any Activity relevant information

-Click save

 

Related content

Personnel Activity
Personnel Activity
More like this
Customer Module
Customer Module
More like this
Customer Find It!
Customer Find It!
More like this
Customer Notes
Customer Notes
More like this
Customer Profile
Customer Profile
More like this
Customer Overview
Customer Overview
More like this

Carvin Software LLC