General Tab

The General tab provides an Activity field to fill out a description and some tracking features. The tracking features include a grid to track date changes that have been made to the activity, as well as Last Modified By and Last Modified Date fields.

How To

Use the Date Change History Grid

The Date Change History Grid keeps track of date changes that have occurred in the activities schedule. This helps to keep a record of everything that has occurred, and the reason for those changes.

1. To add a record go to the Activity record and
   • Edit the Activity record, change a date field, and save. Note: The following prompt will only appear if a date was in the field before.
   • Or, to manually add a note, right - click in the grid and selecting Add Record.
   • The following window will appear

     

2. The date fields will be automatically calculated. If this is a manually added record they date fields will say 12/20/1899
3. Fill out the Modified Reason field
4. The Changed By and Last Modified Date fields will be automatically updated.
5. Hit the Save button