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Activities Journal

This page describes the Activities Journal report in the CRM module.

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The Activities Journal report is a list of the current user's Activities, including Activities of all Task Types. These are Activities in which the Signature of the current user is included in the Persons or Cc fields.

When printed to screen, this report has the Standard ERP Drill-down feature. Click (Windows/Mac OS X) or tap (iOS/Android) on any Activity Number to open an individual Activity record.

Period
Paste Special    Reporting Periods setting, System module
Enter a reporting period: Activities that are not Done and whose Start Dates fall in this period will be shown in the report. Using the options described at the end of this section, you can also choose to include in the report Activities whose Creation Dates, Last Changed Dates and/or End Dates fall in this period. In all cases, invalidated Activities will not be included.

Customers
Paste Special    Customers, Suppliers and Contact Persons in Contact register
Range Reporting    Alpha
Enter a Customer or Supplier Number or a range of Numbers to list Activities recorded or scheduled for that Customer or Supplier (or for the range of Customers and Suppliers). These are Activities in which the specified Customer or Supplier has been entered in the Contact field.

By default, the 'Paste Special' list shows Customers. Click the [Suppliers] button in the top left-hand corner of the 'Paste Special' window if you need to see Suppliers, and the [All Contacts] button if you need to see Customers, Suppliers and Contact Persons.

Customer Category
Paste Special    Customer Categories setting, Sales Ledger
If you need the report to list Activities related to Customers and Suppliers belonging to particular Customer Category, specify that Category here.

Cust. Classification
Paste Special    Contact Classifications setting, CRM module
Enter a Classification Code in this field if you need to list Activities related to Customers and Suppliers with a particular Classification. If you enter a number of Classifications separated by commas, the report will only list Activities for Customers and Suppliers that have all the Classifications listed. If you enter a number of Classifications separated by plus signs (+), Activities for Customers and Suppliers featuring at least one of the Classifications listed will be included in the report. If you enter a Classification preceded by an exclamation mark (!), the report will include Activities for Customers and Suppliers featuring any Classification except the one listed.

For example:

1,2
Lists Activities for Customers and Suppliers with Classifications 1 and 2 (including those for Customers and Suppliers with Classifications 1, 2 and 3).

1+2
Lists Activities for Customers and Suppliers with Classifications 1 or 2.

!2
Lists Activities for all Customers and Suppliers except those with Classification 2.

1,!2
Lists Activities for Customers and Suppliers with Classification 1 but not those for Customers and Suppliers with Classification 2 (i.e. those for Customers and Suppliers with Classifications 1 and 2 are not shown). Note the comma before the exclamation mark in this example.

!1,!2
Lists Activities for all Customers and Suppliers except those with Classification 1 or 2 or both. Again, note the comma.

!(1,2)
Lists Activities for all Customers and Suppliers except those with Classifications 1 and 2 (Activities for Customers and Suppliers with Classifications 1, 2 and 3 will not be listed).

!1+2
Lists Activities for Customers and Suppliers without Classification 1 and for those with Classification 2 (Activities for Customers and Suppliers with Classifications 1 and 2 will be included).

(1,2)+(3,4)
Lists Activities for Customers and Suppliers with Classifications 1 and 2, and for those with Classifications 3 and 4.

1*
Lists Activities for Customers and Suppliers with Classifications beginning with 1 (e.g. 1, 10, 100).

1*,!1
Lists Activities for Customers and Suppliers with Classifications beginning with 1 but not 1 itself.

*1
Lists Activities for Customers and Suppliers with Classifications ending with 1 (e.g. 1, 01, 001).

1*,*1
Lists Activities for Customers and Suppliers with Classifications beginning and ending with 1.

Activity Type
Paste Special    $MAIILINK(HW0601SETTINGS_Activity_Types,Activity Types) setting, CRM module
If you need the report to list Activities with a particular Activity Type, enter that Activity Type here.
Project
Paste Special    Project register, Job Costing module
Enter a Project Number here if you need the report to list to list the Activities related to that Project.

Exclude Calendar Type
Use these options to exclude Activities of various kinds from the report.

Exclude Starting in Period
Select this option if you want Activities whose Start Dates fall in the report period to be excluded from the report. If you select this option, you must also select at least one of the three options below, otherwise the report will be empty.

Include Created in Period
Select this option if you want Activities created during the report period to be included in the report.

Include Last Updated in Period
Select this option if you want Activities last updated during the report period to be included in the report.

Include Done in Period
Select this option if you want Activities whose End Dates fall in the report period to be included in the report.

If you select this option, both Activities marked as Done and those not marked as Done will be included in the report. Otherwise only Activities that are not Done will be shown.
For each Activity, the report shows the Activity Number, Start Date, Activity Type, Calendar Type (Time, Profile or Don't Show) and Text.

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