Company Contact History

Overview:

 

Company Contact History allows you to view history (in chronological view) of all the contact recently made for a particular company.  For example, a user can review a history of all of the recent contact in chronological order even if the contact is spread across several requests.

 

 

 

 

1. Define Criteria:

 

Define search criteria to obtain a listing of companies whose contact history you wish to view.  Search by Company Name, Telephone, Address, etc.

 

 

2. Company Listing

 

 

This section displays search results of companies searched for.  Each company listed will display the company name, telephone (if entered), and fax number (if entered).

 

Viewing a Company Contact History

To view a contact history of a company under the History Group - Click "Contact", and select "Company Contact History" from a pop-up menu.

 

This will display a "Find" window that allows you to choose a company.

 

You can then select a date range, and the following window will be displayed.

 

 

 

Note: The company contact history is very similar to a Company Request History, except that it displays a line item for each memo entered in the selected date range. All memos in the company’s requests are shown, including any trace memos.

 

This window contains 4 different areas.

 

 

1. The Ribbon Toolbar

 

 

The ribbon toolbar will present several tabs with varying options to address requests in the Company Contact History window.

 

Contact History View Tab

 

 

 

Contact History List Parameters

 

 

 

Preview Pane

 

This section allows you to specify how the Contact History List (grid) and the Request Details Pane should appear.

 

 

 

 

 

 

 

Default Settings

 

 

 

 

Request Tab

 

Insert

 

 

 

 

 

Change Property

 

 

 

 

 

 

 

Move To

 

 

 

 

 

 

 

Schedule

 

 

 

 

 

Set Importance

 

 

 

 

Edit Memo

 

 

 

Automatic Email Update

 

 

 

 

For more information please see Automatic Email Updates.

 

Communication

 

 

 

 

Recurrence

 

 

 

Lookup Tab

 

 

 

Properties

 

 

 

 

History

 

 

 

 

 

Search

 

 

 

 

 

 

Project Tab

 

 

 

 

 

 

 

 

2. Project Pane

 

 

If the selected request in the request listing is a member of a project, this project preview pane will appear.  Here you can view the project that a request is a part of.

 

 

3. Contact History List

 

 

This section allows you to view all memos created by a specific company.

 

 

4. Request Details Pane

 

 

This section will allow you to view detailed information regarding the request selected in the Contact History List.

 

This pane contains two tabs:

 

 

 

Note: An Attachments tab will also appear if attachments have been made to a request.

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See Also:

Company Request History

Company Properties

User Contact History

Organizational Unit Contact History

Adding a New Company