Display a Customer, Vendor, or Employee Event Log

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Sage 50 allows you to display events for a specific customer, vendor, or employee. This information is maintained in the customer, vendor, or employee's respective Event Logs. The customer or vendor log is a handy tool to display and monitor contact and transaction history over a period of time.

From the Maintain menu, select Customers/Prospects, Vendors, or Employee/Sales Reps.
Select the ID for the customer, vendor, or employee.
Select the Log button to display the corresponding Event Log.

All activities (events you create) and system-generated events appear for the selected vendor, customer, or employee. Initially, the events are arranged in date order. The default date range is the beginning and ending dates of the current accounting period. A check mark indicates which events are completed or acknowledged.

Select a date range if you don't want to use the default.
Select whether you want to see all events, completed events, or uncompleted events.
Select whether you want the events to be displayed in date or type-of-event order.
To specify the types of events that are listed in the Event Log, click the Filter button. You can select or clear these filter items at any time.
To display detail information about the event, double-click the event listed. Sage 50 displays the Create Event window. (Another method is to select the event listed, then click the Detail button in the window tool bar.)

Note: You can edit the note or comment and how the event is displayed. However, you cannot change other aspects of the event. If this needs to be done, you must delete the current event and create another event.

If you modified the event, select Save. Then, select Close to return to the Action Items window.

Tip: You can double-click a blank line listed in the Event Log window to create a new event.
Place a check mark next to the events you have completed.
When you are finished examining the Event Log, select Close.