View history of quote/order

Understanding the history of your quotes and orders is crucial for maintaining a seamless workflow, ensuring accurate communication, and providing excellent customer service. In DecoNetwork's Business Hub, the History/Notes tab for quotes and orders lets you track all modifications, updates, and activities related to a specific quote or order. You can view the complete history of all system actions and notes associated with each quote or order. Every action, including note creation, is automatically recorded with the user's name and a timestamp. This tutorial will guide you through the steps to access these history records.

Prerequisites

• You must have Administrator, Sales Manager or Sales Team permission to use this feature.

To view the history of a quote/order:

1. Log into your DecoNetwork website.
2. Browse to Business Hub > Quotes or Business Hub > Orders.
   
3. 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.

4. Click on the History/Notes tab.
   System actions and notes are listed under the History/Notes tab in chronological order.