| Doc. Number | Article Title | Effective Date | Version |
| FHC-XX | History Nested Tab | August 26, 2024 | 0.3 |
The History nested tab (i.e., subtab) on the Client Dashboard displays every action for a specific contact. Each event is color-coded, date and time stamped, and lists which user was responsible for that act.
Filtering the History
- Go to the Client Dashboard and click on the History nested tab.
All records are displayed. - To filter the history by category, click the dropdown menu, which defaults to "Activity: All" (see the highlighted image below).
- From the dropdown menu, select an activity type to filter by. The image below shows some of the options available.
Article Version History:
| Version | Effective Date | Description |
| Basic | 03/31/2021 | Initial Release |
| 0.1 | 01/24/2023 | Added header and version control footer; refreshed screenshots as part of Forth rebranding. |
| 0.2 | 09/29/2023 | Fixed broken hyperlink in the screenshot. |
| 0.3 | 08/26/2024 | Eliminated section on deleting history items, as this is now a deprecated feature. Minor language tweaks to improve clarity. |