Customer Activities

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Overview

Allows to see, filter and sort the list of customer activities.

List description

• Customer name - name of customer

• Customer company - company name of customer

• Country - country name of customer

• City - city name of customer

• Status - condition of customer

• Customer type - type name of customer

• Compliance - compliance name of customer

• Broker - broker name of customer

• Industry - industry type of customer

• Main Phone - main phone of customer

• Main E-mail - main email of customer

• Date - activity date

• Days from last contact - last activity

Filtering and Sorting

To open the filter bar press on the Filters button

Then you can filter the list of customer activities by:

• Main phone
• Main email
• City
• Broker
• Contractor type
• Customer
• Status

Also, you can sort the list of customer activities by:

• From/To date
• Office
• Activity Type
• Period of time