Sales Opportunity Logbook

The Sales person can view and print his/her activities of the past using this dialog. By default, the dialog shows the activities of the current user.

The display can be changed according to:

•    the period (date from – to)

•    status

•    project

•    guest profile (button guest search)

To print a specific activity, highlight the same in the list box and press the button print. If none of the activities in the display is highlighted, the same command will print all activities in one list.

Use the button delete to delete an individual, highlighted activity. Before the message is deleted, confirm this action with a safety question.

Double click on an activity to edit the same within the list box. Double click on a record in the columns object or contact person to open the respective guest profile. The insert-button  opens the dialog new activity. The comment-button  shows the comment of this highlighted activity in full.

Figure 40: Sales Opportunity Logbook