History FAQ: Difference between revisions

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===Can I add a history event, such as a phone call summary, manually?===
===Can I add a history event, such as a phone call summary, manually?===
History events can also be added manually. To do this, add a History Note record from the History window or tab. A History Note record can also be regarded as a note with a time stamp. To log a summary of a phone call, for example, you can add a History Note record, which will be shown among all other history events.
History events can also be added manually. To do this, add a History Note record from the History window or tab. A History Note record can also be regarded as a note with a time stamp. To log a summary of a phone call, for example, you can add a History Note record, which will be shown among all other history events.
==See Also==
*[[History]]
[[Category:FAQ]]
[[Category:History]]

Revision as of 08:27, 9 August 2009

It seems that history window/tab is filled automatically? Do I need to maintain it?

The history data is automatically created while you use Commit; you don’t have to do anything to maintain it.


Can I add a history event, such as a phone call summary, manually?

History events can also be added manually. To do this, add a History Note record from the History window or tab. A History Note record can also be regarded as a note with a time stamp. To log a summary of a phone call, for example, you can add a History Note record, which will be shown among all other history events.


See Also