Nested Products & Services Grid – The Activities Data Manager now supports a nested grid layout that displays the associated Products & Services directly under each Activity record.

Include/Exclude Products & Services Option – A new Include/Exclude Products & Services option is now available in the Activities Data Manager’s 3-dots menu. Selecting Include displays the nested Products & Services sub-grid for each Activity. Selecting Exclude reverts the Data Manager to the standard Activity-only view.

Save Your Preferred View – Users can store their chosen layout, including the visibility of the nested Products & Services grid, in their Default Settings or Favorites for quick access to their preferred view.

Excel Export Support – Exporting the Activities Data Manager to Excel also includes the nested Products & Services data, offering a more comprehensive dataset for reporting and analysis.

Improved Data Visibility – Users can view Activity records and their related Products & Services in a single, organized interface without opening each Activity record to review the Products & Services usage for that Activity for simplified billing and usage tracking.

Personalized Workspaces – The ability to save the nested grid as a default view or a Favorite lets users tailor the Data Manager to their preferred workflow.

Enhanced Reporting – Including the nested Products & Services data in Excel exports makes it easier to analyze, share, and report Activity-related information and Product Usage outside Results.

Greater Efficiency – Keeping related data readily available in the Activities Data Manager reduces navigation and helps users access the information they need more quickly.