Historical Customer Data

You view comprehensive customer information in Customers. At times, however, you may need to access more specialized customer data. The history tabs 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 Creating tabs for activity types).

More:
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 fundraising information
Managing matching plans information
Managing notification information
Viewing project information