History

Use the History section to quickly access the records and pages you have recently viewed.

Note: The history is only saved if you log out using the Log Out option in the Aurea CRM menu and the Save history option is enabled in your user settings, >> Handling Tab. If you simply close your browser, the history is not saved.

Your administrator defines which entries are displayed in the history:

  • Only the records you have accessed, e.g. companies, persons etc.
  • Only the functions you have accessed, e.g. search pages, start page, tree view etc.
  • Both (default setting)

The history is displayed in the left frame or in the application menu, depending on your configuration, >> Layout Tab.

To access an entry in your history:

  1. Click on (History).


    Your history is divided into two sections:

    • The most recently accessed areas are listed at the top.
    • The most recently accessed records are listed at the bottom.
  2. You can also navigate in the history.
Note: Depending on your configuration, you can also access the records you have opened recently from the corresponding menu, >> Editing, Viewing and Deleting records.