User Contact History

Overview:

A contact history is a chronological view of all of the recent contact with a particular user.  For example, it is possible for me to review a history of all of the user's 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 users whose contact history you wish to view.  Search by Name, Company, Organizational Unit, Telephone, etc.

 

 

2. User Listing:

 

 

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

 

 

Viewing a User Contact History

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

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

 

 

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

 

 

 

Note: The user contact history is very similar to a User Request History, except that it displays a line item for each memo entered in the selected date range. All memos in the user’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 User 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 a request is a part of.

 

 

3. Contact History List

 

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

 

 

4. Contact History Details

 

 

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:

 User Request History

Company Contact History

Organizational Unit Contact History