Viewing activities in sales orders, return to merchant authorization (RMA) orders, service orders, and sales quotations
Introduction
You can see this screen by clicking Activity at the Sales orders screen, RMA orders screen, Service orders screen, or Quotations screen (go to Order/Entries/Sales orders, Order/Entries/RMA orders, Service/Entries/Service orders, or CRM/Entries/Quotations, and then click Open or New).
Description
This screen displays the activities created for the selected sales order, return to merchant authorization (RMA) order, service order, or sales quotation.
Note: It is possible that not all columns in this example are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.
Button
Edit
Click this to edit the selected activity. For more information, see Creating and maintaining CRM activities.
Note: This button is enabled only if an activity is selected.
New
Click this to create a new activity. You can create a sales question, customer survey, sales quotation, or sales order.
Close
Click this to exit.
Related document
| Main Category: |
Attachments & notes |
Document Type: |
Support - On-line help |
| Category: |
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Security level: |
All - 0 |
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Document ID: |
16.846.383 |
| Assortment: |
Exact Globe+
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Date: |
26-09-2022 |
| Release: |
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Attachment: |
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