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Page History: Account Activity

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Page Revision: 2016/07/19 07:41


The Account Activity window displays the status of your order and the filled information. To open a new Account Activity window, Click the Account Activity option from the main window’s New Item Menu.

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    Properties:

  1. Print: Brings up the properties for the account activity window.
  2. Default Sort: Print the account activity window (must have a printer configured) Note: You can also click the dropdown to save to a PDF, copy to clipboard, or save to Excel
  3. Account Toggle: Sort Descending by Order Submission Time.
  4. Firm Drop Down: Filter account activity by firm.
  5. View Tabs: Various filtered views of account activity.
  6. Total Number of Rows: The total number of rows displayed in the current view.

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