Articles

“Restore Settings” for Acctivate Grids

In Acctivate, different windows contain grids for different fields and columns. These fields can often be resized and moved around the grid by users based on their preferences. Acctivate remembers these settings for each user. If desired, a user can

Posted in Business Activity, Business Alerts, Customer, Inventory, Launch Acctivate, Order Manager, Purchasing, Sales, Shipping

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

Posted in Business Activity, Customer

Use “Move To” to attach an email to another document/window

Within in Acctivate, when sending an email, users have the option to determine where the record of the email should be initially attached. For example, suppose you are emailing an invoice to a customer, and would like the record of

Posted in Business Activity, Customer, Email

Set Business Activity Email Template Default

As of Acctivate 10.1, an enhancement exists which allows users to set a default e-mail template to be used on Business Activities. Once email templates have been set up (see the Email Templates help article), the default template can be defined

Posted in Business Activity, Configuration

Send Message upon Change of Business Activity Status

For our customers utilizing the Business Activity module, you have the option of sending a message (email) to the user assigned to the activity when the status changes. This occurs only when the user has an address setup in the

Posted in Business Activity, Configuration, Email

Creating a new customer from an “Other Contact” from a Business Activity

Using a business Activity, you have the ability to create new customers based on just their contact information. This will allow you to create new customers faster without having to actually bring up the customer window clicking “NEW” etc. To

Posted in Business Activity, Customer

Video: Business Activity Use

The information printed below replaces the handout mentioned in video. One stop shop for any activity in your business that you would like to record, track, share among a team, assign primary responsibility for completion and maintain a history for future reference. There

Posted in Add-On Modules, Business Activity, Video

Video: Business Activity Setup

The information printed below replaces the handout mentioned in video. Business Activity Type section is used to define all processes you will be tracking. The setup of the code lists below will populate the drop down lists used in each activity.

Posted in Add-On Modules, Business Activity, Configuration, Video

Business Activity Review

The Business Activity Review tool is very useful if you have the Acctivate Business Activities module. In order to open it you can either: Click Activities > Business Activity Review from the menu in Acctivate or click the Review button

Posted in Business Activity

Business Activity Types

Business Activity Type The power of Business Activity can be truly seen when it is customized and configured for your business. You can set your own activity types and track each item specific to your business. Frequently used activity item

Posted in Business Activity, Configuration
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