Why does the CRM show only recent activity?

Summary

This article explains why the CRM in Platinum only shows recent activity.

More Information

The Customer Relationship Manager (CRM) listing for a long term customer or supplier only shows a few details of recent activity.

You know you've had more contact with them than that. Where's the rest of it?

In order to present the most relevant information in the shortest time, the CRM initially shows only activity from the past year.

• <Alt+F1> will return the display to show just the past year.
• You can extend this range up to 3, 5 and 7 years by pressing <Alt+F3>, <Alt+F5>, and <Alt+F7> respectively.

Please be aware of course that the time take to gather this information will increase proportionally.

See also

• How do I call up the CRM?
• How do I see the Chart Data?
• How do I Print a Chart?
• How can I View Statistics for this Part?
• How can I View Turnover Statistics for this Account?

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Keywords AND Misspellings

Customer Relationship Manager, CRM, Supplier Relationship Manager, SRM