The Hist tab contains the emails, notes, tasks, appointments, attached files, and generated documents associated with the record. It has sub-tabs to group similar items. A sample tab is shown in the figure.
The ALL sub-tab lists all types of items chronologically. To see one type of item, click on that sub-tab. In any sub-tab, click on an item’s icon in the Type column to open that item. The table below the figure identifies the fields and icons.
Note: In the ALL sub-tab, a task is in the list according to the last date that an action was taken on it or its creation date if no actions have been taken yet. In the Tasks sub-tab, the tasks are listed by due date.
In the Total Account View and Account QuickView, the row of sub-tabs also contains a toggle button that switches between Show All and Account Only. Click on Show All to also list the historical items for all subordinate records associated with the account that you have access to (assets, leads, contacts, etc.). An Object field will appear to identify the type of record the item is from (Account, Lead#, etc.). Click on Account Only to list items created for the account record itself.
The following table describes the fields under the Hist sub-tabs.
* Note: The Object field appears when Show All is selected from an Account View. This field does not appear in other views or when Account Only is selected. The Object field displays which record the item is from (Account, lead, asset, etc.).
|
ALL | |||||
|
* |
Type |
On-Date |
Activity |
User | |
|
Icon for the type of item (note, task, etc.). See icons in sections below. Click the icon to open the item. |
Date and time the note/email/document was created, date and time appointment is for, or date a task was last acted upon. For completed tasks, the time of completion is also shown. |
See activity descriptions below. |
User who created the item or who owns a task/ appointment. | ||
|
Notes | |||||
|
* |
Type |
Activity |
User |
When | |
|
Click |
Contents of note. |
User (or system) that added the note. |
Date/time note was created. | ||
|
Appointments | |||||
|
* |
Type |
Activity |
Status |
Owner |
When |
|
Click |
Who meeting is with and subject. |
Status of meeting. |
User who originated meeting. |
Date, start time, end time of appointment. | |
|
Tasks | |||||
|
* |
Type |
Activity |
Status |
Owner |
Due |
|
Type of task. Click on icon to open the task action page. |
Lists the subject of the task after RE, and all actions done on the task. |
Current status of the task. |
User assigned to the task. |
Date the task is due to be completed. | |
|
Emails | |||||
|
* |
Type |
Activity |
User |
When |
|
|
Click |
Email address and subject line of email. |
User that sent the email. |
Date/time email was sent. |
| |
|
Documents | |||||
|
* |
Type |
Document |
Action |
User |
When |
|
Click |
Name of document. |
Click on delete to remove from the history. Only the user who added it or an admin user can delete. |
User that generated or attached document. |
Date/time document was created or attached. | |
to open
note.
to open
the details of the scheduled appointment.
phone-call task
general/to-do task
email task
mail task
follow-up task
document task
to view
full email (sent through a link or 
to view
generated doc in editor.
to retrieve and open attached file from
its source.