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History View

History View lets you view the contact history between all companies and contacts and all users in your workgroup. This view is ideal for monitoring all forms of communication taking place within your organisation. The History tab in History View lists all conversations, documents, mail merges, incoming e-mail, outgoing e-mail, meetings and completed tasks held between users and companies or contacts.

The Pending tab in History View lists any forthcoming meetings and any outstanding tasks associated with companies and contacts.

More:

Changing the Date Filter

Changing the User Filter

Changing the Company and Contact Filters

Printing History


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