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What defines the No. of days history displayed in the Account Overview?.

At present we only have 30 days of history being displayed within the Account overview views whereas we would like to see/display more. Is this possible?.

Jason

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    author's profile photo Former Member
    Former Member
    Posted on Nov 09, 2009 at 10:53 PM

    As far as I know -> this is customizing.

    Have a look at:

    Specify Display Options for Business Transactions

    In this activity you establish for which period the business transactions in applications such as Accounts and Contacts should be displayed.

    You can create settings for the following:

    u2022 Interaction History

    u2022 Activities

    u2022 Opportunities

    u2022 Quotations

    u2022 Sales Agreements

    u2022 Sales Orders

    u2022 Leads

    In this way you can display the business transactions within different periods, for example, all activities for the previous or the following week.

    In the case of the interaction history, the period refers to the posting date, in the case of activities to the start and end date, and in the case of opportunities to the start and closing date.

    You can make the settings in such a way that they are specific to certain business roles, or valid across different roles. They are always valid for all applications (for example, Accounts and Contacts).

    Activities

    1. Choose New Entries and use the input help to enter the necessary data for the area and period.

    2. Save the data.

    Note

    If you select Last month as the period, all the business transactions from the last calendar month are displayed, and not the transactions of the last month from the current date.

    This means that if you have selected Last month as the period, and display the transactions in the system in the month of May, the transactions from the month of April are shown

    BR Dirk

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    • Former Member Former Member

      Dirk, Sorry, I know you've been very helpful but I have one more thing to ask.

      In one of your replies you mentioned the following:

      In this activity you establish for which period the business transactions in applications such as Accounts and Contacts should be displayed.

      You can create settings for the following:

      u2022 Interaction History

      u2022 Activities

      u2022 Opportunities

      u2022 Quotations

      u2022 Sales Agreements

      u2022 Sales Orders

      u2022 Leads

      In this way you can display the business transactions within different periods, for example, all activities for the previous or the following week.

      In the case of the interaction history, the period refers to the posting date, in the case of activities to the start and end date, and in the case of opportunities to the start and closing date.

      However, if my client wanted to show 'Case' information/history as well as the business transanctions or transaction types (I'm not 100% sure what they should be called) like Sales agreements, would you know how this can be achieved?.

      Jason

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