Set Up Action Item and Event Log Options

Learn more

Display events using the Action Items Event Log

Display a customer, vendor, or employee event log

Perform other action item and event tasks

Read the action items and events overview

Use this procedure to determine which types of events are listed in the Event Log and when Sage 50 displays the Action Items window for all companies.

From the Tasks menu, select Action Items.
In the Action Items window, select the Options button. Sage 50 displays the Action Items and Event Log Options
On the Activities tab, select the types of contact events that you want to display and when you want them displayed in the Action Items window.

Note: You create events for vendors, customers, and employees by pressing the Event button at the top of the Action Items window and on various maintenance windows.
To choose the type of business transactions that you want Sage 50 to create events for and track, select the Transactions tab. Then, select when you want each event displayed.

Note: Sage 50 only creates system events when the Create Event check box is selected. When you select the option for the first time, Sage 50 does not retroactively create events for transactions entered in the past. It also does not remove events after clearing the option.
To determine if you want the Action Items window to appear automatically and how you want the information listed, select the Starting Options tab.
To save your default settings, select OK, and close the window.