Activities
This command exports data from one or more Activities.
- Period
- Paste Special
Reporting Periods setting, System module
- Enter the start and end date of the reporting period.
- Customer
- Paste Special
Customers and Suppliers in Customer register
- Limit the selection to Activities recorded or scheduled for a single Customer.
- Person
- Paste Special
Person register, System module
- Enter a Person's initials to limit the selection to Activities recorded, scheduled or carried out by this person.
- Activity Type
- Paste Special
Activity Types setting, Sales Support module
- Enter an Activity Type to limit the export to Activities of that Type.
Press [Run] to start the export. When it has finished, close the 'Export' window using the close box.
