Webinar: Master Customer Communications

Get an in depth look on how to master customer communications within Acctivate. This includes the customer window, reminders, business activities, email templates, and Excel queries to create marketing lists.

Webinar Outline


  • Business Activities vs Notes (9:44)
  • Configuration (12:31)
    • Type, status, code, resolution, priority
  • Business Activity Review (12:21)
  • Date Tracking with User Information (14:02)
    • Opened, due, promised, appointment, closed
  • Discussion (14:18)
    • Description, discussion, resolution text boxes
  • Multiple Related Items (15:24)
    • Customer, product, transactions, documents, etc.
  • Emails (16:07)
    • Drag and drop, as well as from Acctivate
  • Time and Materials (16:25)
    • No bill, no charge, and standard billing options
  • Log of Activity (17:16)
    • Configurable options
  • Custom Fields (17:32)