In CRM -> Activity Dashboard click the “Extra filter” button at the top right of the window. Here, you can specify the user whose orders you want to see. If no user is specified, all orders will be displayed if you are an order manager.

It is possible to enter email addresses that you wish to omit from the email history. Go to CRM -> Settings -> Email History.

It is possible to specify for each user the person responsible for monitoring activities in Settings -> Users -> CRM. This person in charge will receive the notifications of the follow-ups the were not completed by this user.

In the General customer activities, when you enter a note in the “Notes and attach.” tab, the note will be displayed when opening the current customer transactions if you check the “Must show up at billing” box.

Yes, click the activity to process in the category column. The category should be blue underlined. A new window will appear allowing you to process the activity.