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History Tabs Overview

The Customer Portfolio contains comprehensive customer information. At times, however, you may need to access more specialized customer data. The history tabs in the Customer Portfolio offer a way to access detailed historical customer data.

The exact tabs that are displayed, and the order in which they are displayed are configured in the Customer Portfolio Tab Preferences window.

See Also

Historical Customer Data

Sorting history tab data

Reviewing the History area

Viewing Results

Viewing Record History

Managing Call Activities

Managing Letter Activities

Viewing Company Rosters

Viewing AR/Cash Activity Records

Viewing Billing Items

Managing Activity Records

Viewing Event Registrations and Activities

Viewing Orders and Order Activities

Viewing Exhibition Registrations and Activities

Viewing Exposition Activities

Viewing Certification Activities

Managing Label Preferences

Viewing Change Log Activity Records

Viewing Fund Raising Information

Managing Matching Plans Information

Managing Notification Information

Viewing Opportunity Information


ASI logo 10.6 Production Release. Updated 2/23/2006 10:44:16 AM
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