peachtree-software peachtree complete accounting 7.0 Quick Setup Guide
Lesson II—Basic Procedures
Using Action Items
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Using the Action Item Log
Action Items can be displayed in many areas of Peachtree Accounting. Let’s
look at action items using a different method.
look at action items using a different method.
1
Close the Action Items window.
2
From the Maintain menu, select Customers/Prospects.
The Maintain Customers/Prospects window appears.
3
In the Customer ID field, type FR and press
e to display the Freeman
Enterprises customer record.
Most of the information in this window will be covered in the Accounts
Receivable lesson. For now, we want to look at the action items that
involve this customer.
Receivable lesson. For now, we want to look at the action items that
involve this customer.
4
Select the Log button to display the Customer Event Log.
The Customer Event Log displays several events including an invoice
sent and notification that the invoice was due. You will also see the lunch
meeting event. Using action items in this manner is an excellent way to
look at the customer contact activity over a period of time.
sent and notification that the invoice was due. You will also see the lunch
meeting event. Using action items in this manner is an excellent way to
look at the customer contact activity over a period of time.
5
Press
q to close the Customer Event Log window and q again to close
the Maintain Customers/Prospects window.