Customer Activity Log

Access

Use this routine to view and/or print the contents of the Customer Activity Log for a selected customer. This log is an internal file STORIS uses to track changes to customer records.  The file also includes comments entered by STORIS users via the Update Comments option on this screen.

If you check the box at the Audit All Customer Activity field in the Accounts Receivable Control Settings, the system logs all changes to customer records, for example the following:

• changes to the Customer Settings

• order activity such as purchases and exchanges

• shopping cart activity

• billing updates

• revolving plans removed from dispute during EOD

• changes that caused statements to be placed on hold

• on hold customer and revolving statements generated and/or printed

• import comments (e.g. third-party data)

You can import comments via the Import Data process.  These comments are identified on this screen by the text 'Imported Comments'.  If the User ID column in the import spreadsheet is blank, the initials default based on the process that runs the import:

• On Demand - defaults to the logged in user's initials

• Schedule a Process - defaults to the user's initials running the phantom

• End of Day (Manually) - defaults to the user's initials running end of day

• End of Day (Automated) - defaults to EODC
  

 To include changes to the Customer Settings in this log, you must select the Customer file in the Track Settings Activity routine.

The system purges the Customer Activity Log based on the Customer Retention Months field on the Customer tab in the Point of Sale Control Settings.

Customer CodeEnter the code of the customer whose system activity you want to access. If you click on the Search button, you access the Search for a Customer window, which you can use to select a customer.

Date CodeThis field defaults to Custom Dates and you cannot edit it. Use the Starting Date and Ending Date fields to restrict the output of the routine to a range of dates.

Starting DateEnter the starting date (if any) of the date range to which you want to restrict this report. If you leave the field blank, you select the earliest available date.

Ending DateEnter the ending date (if any) of the date range to which you want to restrict this report. If you leave the field blank, you select the latest available date.

Update CommentsTo enter comments for the current customer, check the box. The Text Entry screen appears.

CommentsThe selected range of comments and log activity for the current customer appear.

Send Output toThe output destination of the report data appears. To select a different output destination, click on the Actions button and select Output Settings from the menu that appears.

Export PathBecause the output options for this routine are limited to Screen and Printer, this field is inactive.