The Activities form allows you to print out hard copies of each Activity, perhaps for the files maintained for each Customer. You can also print a single Activity while entering or viewing it by clicking the Printer icon (Windows/Mac OS X) or selecting 'Print' from the File menu (all platforms). To print an Activity to screen, click the Preview icon (Windows/Mac OS X only).
You must fill in at least one field (Customers, Person, Project or Activity Type), otherwise no Activities will be printed.
You can use the following fields when you design the Form to be used by the Activity document:
| Field in Form | Prints (from Activity record) |
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| Header Fields (these print once per Quotation) |
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| Activity Result | Result |
| Activity Type | Type |
| Activity Type Comment | Comment from the Activity Type record |
| Address | Name (if you are using the Organisation Name option in the Form Settings setting) and Invoice Address from the Contact record for the Customer or Supplier. This information will be printed on separate lines, so you should specify a Line Height for this field. Use the Form Settings setting to set the format of this field (e.g. to specify whether blank lines will be printed, whether parts of the address will be printed on the same line, etc.) |
| Address 1 | Name from the Contact record for the Customer or Supplier |
| Address 2 | First line of the Invoice Address from the Contact record for the Customer or Supplier |
| Address 3 | Second line of the Invoice Address from the Contact record for the Customer or Supplier |
| Address 4 | Third line of the Invoice Address from the Contact record for the Customer or Supplier |
| Address 5 | Fourth line of the Invoice Address from the Contact record for the Customer or Supplier |
| Address 6 | Fifth line of the Invoice Address from the Contact record for the Customer or Supplier |
| CC Persons | Cc |
| Comment | Comment from the Contact record for the Customer or Supplier ('Company' card) |
| Comment 2 | Text (from the header of the Activity) |
| Contact Person | Contact Person |
| Customer Category | Customer Category from the Contact record for the Customer or Supplier |
| Customer Fax Number | Fax from the Contact record for the Customer or Supplier |
| Customer Name | Name (i.e. the Customer or Supplier Name in the Activity) |
| Customer Number | Contact (i.e. the Customer or Supplier Number in the Activity) |
| Customer Order Number (Service Order) | Cust. Ord. No. from the Service Order record |
| Customer Telephone Number | Telephone from the Contact record for the Customer or Supplier |
| Customer VAT Reg. Number | VAT Reg. No. from the Contact record for the Customer or Supplier |
| Customer Web Site Address | Web Site from the Contact record for the Customer or Supplier |
| Date with Month In Words | Start Date, with the month as a word. For example, 2/1/2018 will be printed as "02 January 2018". The Date Order (e.g. day, month, year) will be taken from the Company Date and Numeric Format setting |
| Description | Description from the Item record |
| Document Type | Prints the word "Activity" |
| Email | Email from the Contact record for the Customer or Supplier |
| Email User | Email Address of the first Person in the Persons field |
| Employee Name | Name of the first Person in the Persons field |
| End Date 3 | End Date |
| End Time | End Time |
| Language | Language |
| Mobile | Mobile from the Contact record for the Customer or Supplier |
| Note | Prints the text of the first Note attached to the Activity. If you specify a Field Argument, the Note whose Comment is the same as the Field Argument will be printed |
| Person | Persons |
| Priority | Priority |
| Project Number, row | Project |
| Search Key | Short from the Contact record for the Customer or Supplier |
| Serial Number (Number Series) | Unique identifying number of the Activity (generated automatically, not shown in the Activity window) |
| Serial Number (serienr) | Serial No. |
| Service Order Number | Service Order |
| Sum Time | Cost (Time) |
| Supervisor | Supervisor |
| Tag/Object | Sales Tags/Objects from the Contact record for the Customer or Supplier |
| Transaction Date | Start Date |
| Transaction Date (transdate) | Start Date |
| Transaction Time | Start Time |
| User Date 1 | The first user defined date field in the Activity |
| User Date 2 | The second user defined date field in the Activity |
| User Date 3 | The third user defined date field in the Activity |
| User Date Customer 1 | The first user defined date field in the Contact record for the Customer or Supplier |
| User Date Customer 2 | The second user defined date field in the Contact record for the Customer or Supplier |
| User Date Customer 3 | The third user defined date field in the Contact record for the Customer or Supplier |
| User Defined Date 1 (plannedpickup) | The first user defined date field in the Activity |
| User Defined Date 2 (plannedreturn) | The second user defined date field in the Activity |
| User Text 1 | The first user defined text field in the Activity |
| User Text 2 | The second user defined text field in the Activity |
| User Text 3 | The third user defined text field in the Activity |
| User Text 4 | The fourth user defined text field in the Activity |
| User Text 5 | The fifth user defined text field in the Activity |
| User Text Customer 1 | The first user defined text field in the Contact record for the Customer or Supplier |
| User Text Customer 2 | The second user defined text field in the Contact record for the Customer or Supplier |
| User Text Customer 3 | The third user defined text field in the Contact record for the Customer or Supplier |
| User Text Customer 4 | The fourth user defined text field in the Contact record for the Customer or Supplier |
| User Text Customer 5 | The fifth user defined text field in the Contact record for the Customer or Supplier |
| User Value 1 | The first user defined value field in the Activity (two decimal places) |
| User Value 2 | The second user defined value field in the Activity (two decimal places) |
| User Value 3 | The third user defined value field in the Activity (two decimal places) |
| User Value Customer 1 | The first user defined value field in the Contact record for the Customer or Supplier (two decimal places) |
| User Value Customer 2 | The second user defined value field in the Contact record for the Customer or Supplier (two decimal places) |
| User Value Customer 3 | The third user defined value field in the Contact record for the Customer or Supplier (two decimal places) |
| XItemCode | Item |
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| Row Fields (these print once per row, so remember to specify a Line Height) |
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| Text | Text |
| Text Type | Code |
for details of the standard fields that you can also include in the Form Template.
