View Options

Use View Options to choose criteria to refine or filter the information appearing in the view. For general information about using View Options, see Setting View Options.

Key View Options

Type of Business	The type of business the activity is associated with.
Policy	The policy to which the activity is attached.
Transaction.	The type of transaction (if applicable)for which the activity is created.
Action	The type of activity selected when the activity is first created.
Group Type	If this box is selected, then display activities that are assigned to a group type.
Group Name	If this box is selected, then display activities that are assigned to a group name.
Include Only Activities With Attachments	If this box is selected, then display only those activities that have attachments.

To see the data that meets your selection criteria, click Apply View.

Activity

Applies to: Customer Center

Activities are permanent entries documenting actions taken for a specific customer. You cannot change or delete activities once they are created.

Key Fields

Paper Clip	The paper clip symbol indicates whether there is an attachment associated with the activity. The paper clip icon does not appear if the activity has an attachment flagged as hidden, and you do not have authorization to view hidden documents. For more information, see Security Group Setup.
Date	Click the Date of the activity to open the View Activity form where you can view the detail information.
Policy #	The policy to which the activity is attached.
Eff. Date	The effective date of the policy.
Trans.	The type of transaction (if applicable)for which the activity is created.
Action	The type of activity selected when the activity is first created.
Description	The description of the activity. Longer descriptions are truncated. To see the full text, click the date to open the Activity View data entry form.
Group	If the activity has been assigned to a group, the group name appears. Click the Group link to view the list of all activities associated to that group. More...
By default, views and lists are limited to 100 items per page. In some Views you can choose to see more items, do any of the following, if available: Use the arrows at the bottom of the page to view additional pages.* Set the Max # of Records Returned field to a value greater than 100 in View Options.* Use View Options to filter the results of your search. For more information, see How to Sort Lists and Setting View Options. *Not available for all lists.

Key View Options

Activity

Key Fields

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