Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

This is a grid listing of all documents that have been saved to the currently open Contact. Along with the documents is the history of all the users that have opened the document to view it. In this grid you can change the name of the document, change the document type, whether the document is the current version, and if you have the appropriate application rights, you can change the Retention Date or whether the document is Customer Viewable or not (using the customer web portal)

With contacts, you want to be sure to only save documents that affect the contact, such as e-mails. Do not put notes or documents that would affect a specific project into these sections. Users will not be looking in the history of a contact for anything related to a project.

...