Viewing History

Top  Previous  Next

You can access the History page by clicking the History sub-tab on the Contact Details page, as shown in Figure 1. History enables you to view information related to a contact.

 

Contacts_details

Figure 1 Accessing History from the Contact Details Page

Using the History sub-tab, you can view the history of a contact, for example the activities, tickets, and so on related to the contact. This sub-tab provides the following information, as shown in Figure 2:

Notes
Activities
Tickets
Assets
Quotes
Opportunities
Tasks
Service Contracts
Messages

You can add a note by clicking Add a Note.

You can view a specific set of history items by setting a filter. Click Filters to set a filter. You can set a filter, by selecting the relevant checkboxes, as shown in Figure 2. To activate the filter, click Apply Filter.

You have the option of clearing or selecting all the filters. The page displays all the filtered data with the following information:

Brief description
Contact information
Last date of entry
Last date of modification

 

contacts_history

Figure 2 Viewing the History Page

Click action_icon to view a context menu. You can select from the options to view or modify details of each activity.