---
title: Introduction to Business Activity Manager
description: The Business Activity Manager is a management window in Acctivate that allows users to filter, and batch edit multiple Business Activities at once. The Business Activity manager can be further customized to meet your needs for tracking activities.
---

[Skip to content](https://hub.acctivate.com/articles/introduction-to-business-activity-manager#main-content)

[Go to Customer Portal](https://hub.acctivate.com/tickets?hsLang=en)

![Acctivate - A CAI Solution](https://hub.acctivate.com/hubfs/Images/Logos/acctivate-cai-logo-svg.svg)

- [Knowledge Base](https://hub.acctivate.com/articles)

Open main navigation

Close main navigation

- [Knowledge Base](https://hub.acctivate.com/articles)
- [Go to Customer Portal](https://hub.acctivate.com/tickets)
- [Support Resources / Create Ticket](https://acctivate.com/support)

[Support Resources / Create Ticket](https://acctivate.com/support)

 Hello. How can we help you?

- There are no suggestions because the search field is empty.

1. [Knowledge Base](https://hub.acctivate.com/articles?hsLang=en)
2. [Business Activities](https://hub.acctivate.com/articles/business-activities?hsLang=en)
3. [Business Activities](https://hub.acctivate.com/articles/business-activities?hsLang=en#business-activities)

April 14, 2025

# Introduction to Business Activity Manager

## The Business Activity Manager is a management window in Acctivate that allows users to filter, and batch edit multiple Business Activities at once. The Business Activity manager can be further customized to meet your needs for tracking activities.

The Business Activity Manager is a powerful tool allowing users the ability to track their business activities as well perform bulk actions to activities and create custom filters, all in a friendly and familiar format.

![Ba manager](https://hub.acctivate.com/hs-fs/hubfs/Ba%20manager.png?width=688&height=336&name=Ba%20manager.png)

By default, our Business Activity Manager has three separate bars:

- My Activites 
    - Shows Activities assigned to the current user as well as unassigned.
- Open activities by type.
- Open activities by status.

To get the most use out of Business Activity Manager, ensure that you have [Business Activities setup and configured](https://hub.acctivate.com/articles/business-activity-window?hsLang=en) in Acctivate.

- **Basics of Manager Windows:**  
    - [Opening a Manager Window automatically on startup.](https://hub.acctivate.com/articles/open-order-manager-at-login?hsLang=en)
    - [Understanding the interface of Manager Windows.](https://hub.acctivate.com/articles/use-order-manager?hsLang=en)
    - [Learning how to use filters in Manager Windows.](https://hub.acctivate.com/articles/learn/ordermanager/what-are-filters-in-the-order-manager?hsLang=en)
    - [Creating a custom bar of buttons in Manager Windows.](https://hub.acctivate.com/articles/learn/ordermanager/how-do-i-create-a-custom-view-of-orders?hsLang=en)
    - [Creating custom buttons within bars to filter down records in Manager Windows.](https://hub.acctivate.com/articles/how-do-i-create-a-custom-view-for-sales-people-in-order-manager?hsLang=en)
    - [Adding and removing columns within buttons in Manager Windows.](https://hub.acctivate.com/articles/learn/ordermanager/how-to-add-or-remove-columns-in-order-manager?hsLang=en)
    - [Finding the criteria for each Manager button](https://hub.acctivate.com/articles/how-to-find-the-criteria-for-each-order-manager-button?hsLang=en)
    - [Using filter groups in Manager windows.](https://hub.acctivate.com/articles/add-a-filter-group-to-order-manager?hsLang=en)
    - [Bulk adding notes to records in Manager Windows.](https://hub.acctivate.com/articles/using-manager-windows-to-bulk-add-notes-to-records?hsLang=en)
- **Business Activity Specific Functions:** 
    - [Use Business Activity Manager to bulk update activities.](https://hub.acctivate.com/articles/using-business-activity-manager-to-bulk-update-activities?hsLang=en)
    - [Use Business Activity Manager to bulk print/email activities.](https://hub.acctivate.com/articles/using-business-activity-manager-to-bulk-print/email-activities?hsLang=en)
- **Troubleshooting Manager window issues:**  
    - [Why Are Manager Quick Filters Not Saving?](https://hub.acctivate.com/articles/order-manager-quick-filters-are-not-saved?hsLang=en)
    - [Troubleshooting Manager window performance issues.](https://hub.acctivate.com/articles/troubleshooting-performance-issues-with-order-manager?hsLang=en)

- [Getting Started](https://hub.acctivate.com/articles/getting-started?hsLang=en#main-content)

    - [Basics](https://hub.acctivate.com/articles/getting-started?hsLang=en#basics)
    - [User Interface](https://hub.acctivate.com/articles/getting-started?hsLang=en#user-interface)
    - [Manager windows](https://hub.acctivate.com/articles/getting-started?hsLang=en#manager-windows)
    - [List windows](https://hub.acctivate.com/articles/getting-started?hsLang=en#list-windows)
    - [Transaction windows](https://hub.acctivate.com/articles/getting-started?hsLang=en#transaction-windows)
    - [License and Users](https://hub.acctivate.com/articles/getting-started?hsLang=en#license-and-users)
    - [Email](https://hub.acctivate.com/articles/getting-started?hsLang=en#email)
    - [Getting Help](https://hub.acctivate.com/articles/getting-started?hsLang=en#getting-help)
- [Installation](https://hub.acctivate.com/articles/installation?hsLang=en#main-content)

    - [Acctivate](https://hub.acctivate.com/articles/installation?hsLang=en#acctivate)
    - [Database Server](https://hub.acctivate.com/articles/installation?hsLang=en#database-server)
    - [Mobile WMS Setup](https://hub.acctivate.com/articles/installation?hsLang=en#mobile-wms-setup)
    - [Software Updates](https://hub.acctivate.com/articles/installation?hsLang=en#software-updates)
    - [Email Setup](https://hub.acctivate.com/articles/installation?hsLang=en#email-setup)
    - [Remote Access](https://hub.acctivate.com/articles/installation?hsLang=en#remote-access)
- [Configuration](https://hub.acctivate.com/articles/configuration?hsLang=en#main-content)

    - [Basics](https://hub.acctivate.com/articles/configuration?hsLang=en#basics)
    - [Users](https://hub.acctivate.com/articles/configuration?hsLang=en#users)
    - [Company Info](https://hub.acctivate.com/articles/configuration?hsLang=en#company-info)
    - [Customers](https://hub.acctivate.com/articles/configuration?hsLang=en#customers)
    - [Sales Orders](https://hub.acctivate.com/articles/configuration?hsLang=en#sales-orders)
    - [Inventory](https://hub.acctivate.com/articles/configuration?hsLang=en#inventory)
    - [Custom Fields](https://hub.acctivate.com/articles/configuration?hsLang=en#custom-fields)
    - [Email Message Templates](https://hub.acctivate.com/articles/configuration?hsLang=en#email-message-templates)
    - [Services](https://hub.acctivate.com/articles/configuration?hsLang=en#services)
- [Inventory](https://hub.acctivate.com/articles/inventory?hsLang=en#main-content)

    - [Products](https://hub.acctivate.com/articles/inventory?hsLang=en#products)
    - [Costing](https://hub.acctivate.com/articles/inventory?hsLang=en#costing)
    - [Prices and Units](https://hub.acctivate.com/articles/inventory?hsLang=en#prices-and-units)
    - [Warehouses and Locations](https://hub.acctivate.com/articles/inventory?hsLang=en#warehouses-and-locations)
    - [Lot Numbers](https://hub.acctivate.com/articles/inventory?hsLang=en#lot-numbers)
    - [Inventory Manager](https://hub.acctivate.com/articles/inventory?hsLang=en#inventory-manager)
    - [Receipts](https://hub.acctivate.com/articles/inventory?hsLang=en#receipts)
    - [Assemblies](https://hub.acctivate.com/articles/inventory?hsLang=en#assemblies)
    - [Kits and Assortments](https://hub.acctivate.com/articles/inventory?hsLang=en#kits-and-assortments)
    - [Landed Cost](https://hub.acctivate.com/articles/inventory?hsLang=en#landed-cost)
    - [Transfers](https://hub.acctivate.com/articles/inventory?hsLang=en#transfers)
    - [Adjustments](https://hub.acctivate.com/articles/inventory?hsLang=en#adjustments)
    - [Counts](https://hub.acctivate.com/articles/inventory?hsLang=en#counts)
    - [Reports](https://hub.acctivate.com/articles/inventory?hsLang=en#reports)
- [Purchasing](https://hub.acctivate.com/articles/purchasing?hsLang=en#main-content)

    - [Purchase Orders](https://hub.acctivate.com/articles/purchasing?hsLang=en#purchase-orders)
    - [Purchase Order Manager](https://hub.acctivate.com/articles/purchasing?hsLang=en#purchase-order-manager)
    - [Purchase Invoices](https://hub.acctivate.com/articles/purchasing?hsLang=en#purchase-invoices)
    - [Vendors](https://hub.acctivate.com/articles/purchasing?hsLang=en#vendors)
- [Customers](https://hub.acctivate.com/articles/customers?hsLang=en#main-content)

    - [Customers](https://hub.acctivate.com/articles/customers?hsLang=en#customers)
    - [Locations](https://hub.acctivate.com/articles/customers?hsLang=en#locations)
    - [Credit & Terms](https://hub.acctivate.com/articles/customers?hsLang=en#credit-terms)
    - [Pricing](https://hub.acctivate.com/articles/customers?hsLang=en#pricing)
    - [Broadcast Email](https://hub.acctivate.com/articles/customers?hsLang=en#broadcast-email)
- [Sales](https://hub.acctivate.com/articles/sales?hsLang=en#main-content)

    - [Orders](https://hub.acctivate.com/articles/sales?hsLang=en#orders)
    - [Sales Order Manager](https://hub.acctivate.com/articles/sales?hsLang=en#sales-order-manager)
    - [Picking](https://hub.acctivate.com/articles/sales?hsLang=en#picking)
    - [Drop Shipments](https://hub.acctivate.com/articles/sales?hsLang=en#drop-shipments)
    - [Sales Tax](https://hub.acctivate.com/articles/sales?hsLang=en#sales-tax)
    - [Packaging](https://hub.acctivate.com/articles/sales?hsLang=en#packaging)
    - [Shipping](https://hub.acctivate.com/articles/sales?hsLang=en#shipping)
    - [Invoices](https://hub.acctivate.com/articles/sales?hsLang=en#invoices)
    - [Payments](https://hub.acctivate.com/articles/sales?hsLang=en#payments)
    - [Credits](https://hub.acctivate.com/articles/sales?hsLang=en#credits)
- [Business Activities](https://hub.acctivate.com/articles/business-activities?hsLang=en#main-content)

    - [Business Activities](https://hub.acctivate.com/articles/business-activities?hsLang=en#business-activities)
    - [Business Alerts](https://hub.acctivate.com/articles/business-activities?hsLang=en#business-alerts)
- [QuickBooks](https://hub.acctivate.com/articles/quickbooks?hsLang=en#main-content)

    - [Basics](https://hub.acctivate.com/articles/quickbooks?hsLang=en#basics)
    - [QuickBooks Online](https://hub.acctivate.com/articles/quickbooks?hsLang=en#quickbooks-online)
    - [QuickBooks Desktop](https://hub.acctivate.com/articles/quickbooks?hsLang=en#quickbooks-desktop)
- [Mobile WMS](https://hub.acctivate.com/articles/mobile-wms?hsLang=en#main-content)

    - [Basics](https://hub.acctivate.com/articles/mobile-wms?hsLang=en#basics)
    - [Picking](https://hub.acctivate.com/articles/mobile-wms?hsLang=en#picking)
    - [Receiving](https://hub.acctivate.com/articles/mobile-wms?hsLang=en#receiving)
    - [Counts](https://hub.acctivate.com/articles/mobile-wms?hsLang=en#counts)
    - [Assemblies](https://hub.acctivate.com/articles/mobile-wms?hsLang=en#assemblies)
- [Web Store Integrations](https://hub.acctivate.com/articles/web-store-integrations?hsLang=en#main-content)

    - [Basics](https://hub.acctivate.com/articles/web-store-integrations?hsLang=en#basics)
    - [Templates and Options](https://hub.acctivate.com/articles/web-store-integrations?hsLang=en#templates-and-options)
- [EDI](https://hub.acctivate.com/articles/edi?hsLang=en#main-content)

    - [Basics](https://hub.acctivate.com/articles/edi?hsLang=en#basics)
    - [Orders - 850](https://hub.acctivate.com/articles/edi?hsLang=en#orders-850)
    - [Shipments - 856](https://hub.acctivate.com/articles/edi?hsLang=en#shipments-856)
    - [Invoices - 810](https://hub.acctivate.com/articles/edi?hsLang=en#invoices-810)
    - [Warehouse - 940/945](https://hub.acctivate.com/articles/edi?hsLang=en#warehouse-940-945)
- [Reports](https://hub.acctivate.com/articles/reports?hsLang=en#main-content)

    - [Basics](https://hub.acctivate.com/articles/reports?hsLang=en#basics)
    - [Standard Reports](https://hub.acctivate.com/articles/reports?hsLang=en#standard-reports)
    - [Crystal Reports](https://hub.acctivate.com/articles/reports?hsLang=en#crystal-reports)
    - [Excel](https://hub.acctivate.com/articles/reports?hsLang=en#excel)
- [Database](https://hub.acctivate.com/articles/database?hsLang=en#main-content)

    - [Basics](https://hub.acctivate.com/articles/database?hsLang=en#basics)
    - [Backup & Restore](https://hub.acctivate.com/articles/database?hsLang=en#backup-restore)
    - [Microsoft SQL Server](https://hub.acctivate.com/articles/database?hsLang=en#microsoft-sql-server)
    - [Imports](https://hub.acctivate.com/articles/database?hsLang=en#imports)
- [Troubleshoot](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#main-content)

    - [General](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#general)
    - [Installation](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#installation)
    - [Inventory](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#inventory)
    - [Purchasing](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#purchasing)
    - [Sales](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#sales)
    - [Shipping](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#shipping)
    - [QuickBooks Desktop](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#quickbooks-desktop)
    - [QuickBooks Online](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#quickbooks-online)
    - [Mobile WMS](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#mobile-wms)
    - [Web Store Integration](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#web-store-integration)
    - [EDI](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#edi)
    - [Reports](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#reports)
    - [Database](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#database)
    - [Imports](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#imports)
    - [Email](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#email)
    - [Integrations](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#integrations)

[![Acctivate Inventory Software](https://hub.acctivate.com/hubfs/Images/Logos/acctivate-cai-logo-svg.svg "Acctivate Inventory Software")](https://acctivate.com)

Acctivate Knowledge Base

<https://www.twitter.com/acctivate> <https://www.linkedin.com/company/alterity-inc-/> [mailto:support@acctivate.com](mailto:support@acctivate.com)

Copyright © 2025, Alterity, LLC