Add an history
Any action done must be traced by adding a line of history into the history area.
History shall be added to the account statement (from the pull-down “Menu”), to the transaction (from the pull-down “More” menu of the account statement area) or to the device of a contract (from the technical part tab of the sales administration area).
You shall add a document to the line of history.
You shall also assign it to a contact of the contact basis.
There are three mandatory steps to follow to add an history:
- Select an history family
- Select the type of action done
- Add a short comment