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Customer - Screen to show all Activty

  • October 24, 2025
  • 2 replies
  • 78 views
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We are unable to find a screen in Acumatica like we use in our current system. The screen is a tab in the customer record and shows all activity such Quotes, Sales Orders, Invoice, Credits, Payments etc. See screenshot.

Thanks

Best answer by jhouser

Hi ​@StuartAllen I think you could create a GI for this

    2 replies

    jhouser
    Captain II
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    • jhouser
    • Captain II
    • Answer
    • October 25, 2025

    Hi ​@StuartAllen I think you could create a GI for this

    Contract for hire: https://www.linkedin.com/in/jesse-houser-052817b6/
      alexx
      Jr Varsity III
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      • alexx
      • Jr Varsity III
      • November 13, 2025

      We have a screen for that but I’m not sure if it’s a GI or not..

      It’s called “Customer Details”

      I have it where it’ll automatically show up top but you may have to click on the three dots to see the tab option.

      Once you click on it, it’ll bring you to the screen in the second screenshot. It automatically will only show anything that’s open. To show everything, you’ll need to check the box to “Show All Documents.”

      • Note: If you have multiple branches in your company and multiple locations deals with this customer, to see everything within the whole company, you’ll need to change the “Company/Branch” to the company level.

      Hope this helps.

       

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