Previous Topic

Next Topic

Viewing Record History

The Record History tab lists the customer records opened during the current session of the Manage customers window and enables you to quickly re-open any of the listed records without performing another search.

The most recently opened records are listed in the top row of the Record History tab, and records are listed only once in the tab regardless of the number of times they have been opened. If a record's information is updated, the changes will not be reflected in the Record History tab during the current session.

When you first open a customer's record in the Manage customers window, a row is added to the top of the Record History tab listing the customer's ID, Member Type, Last Name, First Name, Company, Company ID, City, and State. The fields you see on the Record History tab can be customized by your administrator.

In This Section

Manage customers window - Record History tab

To open a record from the Record History tab

See Also

Historical Customer Data

History Tabs Overview

Sorting history tab data

Reviewing the History area

Viewing Results

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 7/21/2005 1:38:43 PM
© Copyright by Advanced Solutions International, Inc. All rights reserved.