Does anyone know how (or if it's possible) to generate a Customer Event Log report. I would like to generate this report on a weekly basis.
Try going to the Help tab in your software. It will give you great details on how to do this. This is where I gathered this information for you!
Shirley Byard, BestBusinessStrategies.com
Set up action item and event log options
Display events using the Action Items Event Log
Display a customer, vendor, or employee event log
There are two different types of events: system-generated events and contact events (activities). You create contact activities for vendors, customers, and employees. Each event created will appear in the respective customer, vendor, or employee Event Logs.
Select the type of contact (customer, vendor, or employee) you are creating the event for. Then, select the specific ID.
The IDs listed in the lookup box change depending on the type of event selected.
Select the type of event you are creating.
You can create any type of event except System. Sage 50 creates system events when you enter an associated transaction.
Select the Completed on check box, and enter the date when you expect the event to be completed.
Since Sage 50 has no way of knowing when these events you create are actually completed, it may be best not to select this check box until the event is actually completed.
I know how to create an event, I am trying to build a report on a weekly basis with updates to the event log. - rev.
How are you using this? Maybe you could use Trackit in Quantum and set up a Dashboard for all of the tasks.
You would need to use Sage Intelligence reporting to create a report using this data -- feel free to contact us if you'd like to discuss details.
Did you every find a way to print this report?
As long as you check the box for it to appear in the Action Items, you can print it there.
Go to Tasks --> Action Items --> Events Tab
At the top, choose Uncompleted To Do's and Events in the dropdown. Print the list.
You can hide unwanted sections of the list by:
*Community Hub is the new name for Sage City