Doc. Number | Article Title | Effective Date | Version |
FHC-XX | History Nested Tab | September 29, 2023 | 0.2 |
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
- 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 that defaults to "Activity: All" (see highlighted image below).
Deleting an event
WARNING
We do not recommend deleting events as they provide important information about client activities.
- From the Client Dashboard > click the History nested tab.
- Click the green trash can
icon next to the item you want to delete > click OK.
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. |