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To view the activity for a customer.
- From the Main Menu select Reports -> Contacts -> Activity History or Reports -> Billing -> Activity History. Your screen should look similar to this:
- Begin Period: You must enter a beginning date for the range of activity you want to view.
- End Period: You must enter a ending date for the range of activity you want to view.
- Customer Name: Select a customer by typing in any known portion of their name and selecting the match. Or use
the
 button to search for the Customer.
- Click the
 Next button. Your screen should look similar to this:
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