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The history section contains all History section within your company record serves as a comprehensive log that captures the entire journey of the selected company within your system. It consolidates a wide range of records created by users that show how the account has gone through your system including Notes, Documents, Phone Messages, Follow-Ups and Status Changes.

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With company locations, you want to be sure to only save notes and documents that affect the company. 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 company for anything related to a project. One exception might be a blanket purchase order issued by the customer to your company that will be used for multiple projects, or a floor plan that may be used on multiple projects., providing valuable insights into the evolution and interactions associated with the account.

Within the History section, you will find a wealth of information that highlights key events, actions, and communications pertaining to your account. In the following sections we will review each historical item.

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