View Account History

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If you want to follow-up on a certain Account, or see any open issues and updated activity, do as follows:

 

1. From the Account window, view the Tickets tab. You can filter the list using the filters on the bottom of the tab.

2. From the Account window, view the Pending tab which shows all Tasks, Appointments and Tickets which are linked to this Account.

3. From the Account window, view the History tab which shows all activity performed for this Account, including new Tasks, Appointments, Tickets, Opportunities, Documents, etc. Note that you can check the Detail check box in order to view events of Charges which have been added to the Account.

 

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