History Nested Tab

The History nested tab on the Client Dashboard displays every action that has occurred for a specific contact. Each event is color-coded, date and time stamped and lists which user was responsible for that act.

This article includes the following topics:

• Filtering the history
• Deleting an event

Filtering the history

1. Go to the Client Dashboard and click on the History nested tab.
   All records are displayed.
2. To filter the history by category, click the dropdown menu that defaults to "Activity: All" (see highlighted image below).

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Deleting an event

WARNING
We do not recommend deleting events as they provide important information about client activities.

1.  From the Client Dashboard > click the History nested tab.
2. Click the green trash can  icon next to the item you want to delete > click OK.

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