| Description |
* Activities may be logged in many different places in the software. Such as:
** Adding Sales Activities to CRM Opporutnities
** Collections Notes on an Invoice
** Collections Notes on a Customer Level
** Updating Recurring Invoices for cancellination of UGD services.
** Bad Check on Payment Detail
** Price Override justification on an Invoice
** Manual Activities added in CRM not linked to anything.
* Having visibility to all Entity related activities on one screen will ensure that key information is available to anyone talking to a customer.
** Currently, only Activities created from the Entity screen show up.
** A user would need to go to any source record to find this activitiy.
* Add Columns for Source Type and Record No with Drill down to Source Record if Activiity was entered outside of the Entity Screen.
|