History
Your administrator can configure the record history for each info area
For further details, see Enabling the History in the CRM.core Administrator Guide.
The history stores information on who applied what changes to a record, and when.
To display the history of a record in the Aurea.CRM win main module:
- Switch to the desired record.
- Select the context menu option or click on the button in the icon bar defined by your administrator.
By default, the history is displayed in list form. Use the context menu options to switch between the following views:
Detail View: Displays all available information in the tree view (a separate tree is displayed for each station).
Double-click on a field with a yellow background to switch between the new and old value in the list.
This view also includes changes to system fields, see System Fields.
Field-based display: Displays changes per station sorted by field number:
List: Display changes sorted by station and date:
Enable the Only changes option in the context menu to restrict the display to only those fields that have been edited. Disable the option to also display the contents of fields unchanged since the start of the history.