CRM Entry - Document History
The Documents History window is opened from this function on the CRM Data Entry window.
This window will display the history of documents printed through the system for the selected Prospect or Customer.
When the history window first opens, the history will be displayed with the most recent changes at the top of the window.
The content of the window can be sorted by any of the column headings, just click on the column heading button.
The following information is recorded:
Date - the date the document was printed or sent by email.
User - the User ID of the person who produced the document.
Action - print or email document.
Document - the name of the document printed (as seen on the Letter Setup window).