History FAQ: Difference between revisions

From RangerMSP Wiki - PSA software for MSPs and IT services providers
Jump to navigation Jump to search
No edit summary
No edit summary
Line 1: Line 1:
*[[History FAQ#It seems that history window/tab is filled automatically? Do I need to maintain it?|It seems that history window/tab is filled automatically? Do I need to maintain it?]]
*[[History FAQ#It seems that history window/tab is filled automatically? Do I need to maintain it?|It seems that history window/tab is filled automatically? Do I need to maintain it?]]
*[[History FAQ#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 FAQ#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?]]


===It seems that history window/tab is filled automatically? Do I need to maintain it?===
===It seems that history window/tab is filled automatically? Do I need to maintain it?===
Line 15: Line 16:
[[Category:FAQ]]
[[Category:FAQ]]
[[Category:History]]
[[Category:History]]
__NOTOC__

Revision as of 08:29, 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