Working with Item History


To work with existing item history:

  1. From the Item Details window, select the History tab.  If there are entries in the item’s history, there will be a green dot on the tab.  Because we are creating a new item, there will be an empty History tab.

     
  2. To see event detail, select it and select See Service, See Sale, or See Customer as needed.  These options will return the detailed transaction or customer record, if applicable.
  3. Select a save option.  Changes made in all tabs will be saved.

 

Updated on Wed, 02 Mar 2022 by Angela Chiaravalle

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