Customer Business Activities Tab Look For Feature

A new feature inside of 10.3 is the Look For feature in the Customer Window.  Users can now search for specific keywords or numbers in the Business Activities tab related to that customer.

This will allow users to quickly search A customer’s history to find specific scenarios based off of certain criteria.

If you have any questions about this feature, please contact Acctivate support for help.

Posted in Business Activity, Customer - Last modified on August 22, 2017Danny Vo
Still need help?
Search all content on this site, contact support at 817-870-1311, or create a support request.