Activities - Cont 

Adding Activities 
Tracking and Filtering Activities
Complete an Activity
Deactivate an Activity

Tracking and Filtering Activities - SMP allows  you to filter and sort your tasks and activities using a multitude of filter criteria. 

Tip: Once you have filtered your Activities, clicking the hyperlink of the activity will take you to the activity page where you can modify it. 

You can sort and filter by:

• Customer
• Territory Level and Territory
• Account Manager
• Zip Code
• Dun's Number
• Sic code range
• Customer programmable fields
• Activity type 
• Activity Number
• Subject
• Contact
• Owner/Entered by
• Sale Purpose (Pre-sales or Post-sales)
• Time Spent
• TCO

You can then further refine your search by:

• Date ranges -Select the small square checkbox to activate any or all of the date range selections. Selecting the box will highlight the date range. Use the menu box to select a date, a calendar will appear. Click on the date you wish to select. Use the arrow buttons on the top left and right hand sides of the calendar to advance through the months
• Use View to select which types of activities you would like to see
• Use Display to define the number of records you wish to display subsequent to entering your filter criteria.
• Use the Active menu box to select either active, inactive, or both types of accounts.
• Use the Sort By menu box and Ascending/Descending buttons to determine the order in which records will be displayed on the screen.

Complete an activity:

• Open the Activity
• Change the "status" to complete
• Close the Activity

Deactivate an Activity: 

• Deactivating an Activity does not remove it from the database but does make it no longer accessible. Use this with caution. To keep a task accessible but not "Active"  or "Complete" there are several other options available in "status"