View All 'Service History' for an Account
- Navigate to the Accounts module.
- Click on the Account Name for which you want to view the Service History.
- Click on the ‘Service History’ tab.
- The system will show all the ‘Service History’ with that Account.
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View 'Service History' in a Deal
Navigate to the Deals module. Click on the Deal Name wherein you want to view the ‘Service History’. Go to ‘Service History’ tab. The system will list down all the Service history under ‘Service History’ tab.
View Service History in a Deal
Navigate to the Deals module. Click on the Deal Name wherein you want to view the ‘Service History’. Go to ‘Service History’ tab. The system will list down all the Service history under ‘Service History’ tab.
View All 'Service History' for a Contact
Click on the Contacts tab. Click on the contact name (for example, Anand Krishna) for which you want to view service history, as highlighted in the figure below. You will be directed to a new page where you need to click on the "Service History" tab ...
View Service History for a Prospect
Navigate to the Prospects module. Click on the Prospects name. Click on the Service History tab. All the service history will be shown in the highlighted (snapshot) section of the page below.
View All 'Notes' for an Account
Navigate to the Accounts module. Click on the Account Name for which you want to view the Active Deals. Click on the ‘Notes’ tab. The system will show all the Notes with for Account.