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, see 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. For further details, see 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, see Editing, Viewing and Deleting records.