Search for Company Activity Phases

Use the Company Activity Settings tab under the Activities submodule to search for company activity phases.

To use Activities in the Price Lists & Activities submodule, you must have access to Settings as defined in User Access Rights under Settings.

To search for a company activity phase:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the company activity that you are looking for.
3. In the left pane of the Settings screen, click Projects & Jobs > Activities.
4. Click the Company activity settings tab and on the grid toolbar, use the Search field to enter a keyword associated with the company activity.