You can view the history of all system actions performed and notes created against individual quotes or orders. All actions, including note creation, are automatically captured and recorded with the user name and timestamp.
- You must have Administrator, Sales Manager or Sales Team permission to use this feature.
To view the history of a quote/order:
- Log into your DecoNetwork website.
- Browse to Business Hub > Quotes or Business Hub > Orders.
- Click View to load the quote or order you want to view the history of.
You can also click anywhere within a row to load the quote or order, except on the customer name. Clicking on the customer name loads the customer record.
- Click on the History/Notes tab.
System actions and notes are listed under the History/Notes tab in chronological order.