Activity and Suspense Form

(Also Used for Campaign and Submission Responses)

The Activity/Suspense data entry form combines two important functions. From this data entry form you can add either an Activity or a Suspense or both. If the item is to be associated with a customer, company, bank, broker, employee, or vendor use the top section of the data entry form to select the appropriate center and name for the Activity/Suspense.

Activities are permanent entries tracking actions taken for a customer, company, bank, broker, employee, or vendor. You can view an Activity, but you cannot change or delete it. You can change or delete Suspense. You can use the Activity/Suspense form to do the following:

  • Add Personal Suspense by selecting the Personal Suspense check box in the Suspense section of the Activity/Suspense form. Leave the Center field blank at the top of the form.
  • Enter responses from Campaign participants. For more information see the Manage Responses/Actions Selections > New Response section in Manage Responses.
  • Enter Submission Responses from companies in the Activity section of the form, and enter "to do" tasks for submissions in the Suspense section.

What's Next?

Do you need to complete a Suspense item or view an Activity? For more information see View Activity or View Suspense.

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