Customer Activities
Accessing the Customer Activities Page
Navigate to the Contractors section and under the Clients Section click the “Customer Activities” Button.
Overview
This section enables tracking and managing customer interactions and activities. With advanced filtering and sorting options, users can tailor the view to locate specific customer activities efficiently.
Activity List Details
Each entry includes:
Customer Name: Customer's name
Customer Company: Company name of the customer
Country: Country of the customer
City: City of the customer
Status: Customer's status or condition
Customer Type: Type classification of the customer
Compliance: Compliance status or related notes
Broker: Broker associated with the customer
Industry: Industry sector of the customer
Main Phone: Main contact number of the customer
Main E-mail: Primary email address of the customer
Date: Date of the activity
Days from Last Contact: Time elapsed since the last recorded activity
Filtering and Sorting
Filtering
Click the Filters button to open the filter bar.
Filter options include:
Main Phone
Main Email
City
Broker
Contractor Type
Customer
Status
Sorting
Sort activities by:
From/To Date
Office
Activity Type
Period of Time