Company Finance Activities Tab

The Activities tab on a company’s finance record lists every activity associated with that company — both open and closed.

View and search activities

Go to the company’s finance record and select the Activities tab. The grid shows all activities linked to this company. Use the search bar to filter by status, type, or keyword across both open and closed activities.

Create a new activity

Select New in the toolbar. ConnectWise pre-populates the company’s information on the new activity form — you don’t need to re-enter it.

Note: The fields on this tab are identical to the standalone Company Activities tab. If you need field-level reference, see the Company Activities documentation.