How do I record activity on the customer communication tab?

SOLVED

For credit control we write all our notes on the Credit Control tab.... previously the activity ie. date, time, user etc has been recorded on the communication tab when sending debtors letters or statements. This has now stopped and I'm unsure how to resolve.

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    verified answer

    Hi Chelsea,

    Thanks for using our Product Support Community.

    If you’re using Sage 50 Accounts 2013 (v19) or above you run a customer or supplier letter, or customer statement, that was created in Sage 50 Accounts 2012 (v18) or below, you are not prompted to update the communication history.

    However, if the letter or statement you’re running was created in Sage 50 Accounts 2013 (v19) or above, this should update the communication history in the Communications tab of the customer record. If it isn’t you can follow the relevant steps below to resolve this:

    If this occurs with a standard statement or letter, restore the layouts only backup from the DataRestores folder within the Setting directory: 

    1. Help > About > note the Settings directory path.
    2. File > Back up > take an all files backup.
    3. File > Restore > Browse > browse to the settings directory you noted in step 1 > double-click the folder for your version of Sage Accounts, for example, 2017 or 2018 > double-click DataRestores > select Layouts Only Backup.001 > Open.
    4. To restore the layouts, click OK > Yes > OK.

    Or, if this occurs on a customised layout from an earlier version, our Support team can fix the layout. You can contact them via web chat or on 0845 111 5555 and they’ll be able to resolve this for you.

    If this has answered your question, please click on the ‘This helped me’ link below.

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    Thanks Paul. I contacted the number above and we have sent off our reports. Many thanks.