5.0 Activity Record

  • Activity record is a list of customer’s activity records.

  • Figure 5.0 below shows the way to Activity Record page :

                                                      Figure 5.0
    
  • Figure 5.1 below shows the main page of Activity Record :

                                                     Figure 5.1
    
  • Based on Figure 5.2 admin can search for activity record by date; either by choosing one of the existing options or selecting a custom date :

                                               Figure 5.2
    
  • Figure 5.3 shows an example if admin wants to get activity record list by date, they need to click custom option and select the date range :

                                                Figure 5.3
    
  • Based on Figure 5.3, click the Submit button highlighted in red, and then click Search Button highlighted in blue.

  • Figure 5.4 shows the search result that will be displayed :

                                                 Figure 5.4
    
  • If admin clicks on Check Record button highlighted in red under Action column, a Remark page will appear like in Figure 5.5 :

                                                  Figure 5.5
    
  • Based on Figure 5.6 if admin clicks on the Chart Context Menu highlighted in blue, a menu will appear :

                                                      Figure 5.6
    
  • Based on Figure 5.6, actions that can be done from the menu are :

    • Print Chart
    • Download PNG Image
    • Download JPEG Image
    • Download PDF document
    • Download SVG vector image

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