View and Add History of Communication inside Contacts
The History section within a contact record allows you to store all types of communication that has occurred between you and your contacts as shown below: ...
Thu, 26 Nov, 2020 at 2:20 AM
Emails sent to a contact via your CRM account are automatically added to a contacts History as well as incoming and outgoing calls if you have added a Vo...
Thu, 26 Nov, 2020 at 2:21 AM
History items are separated into various types/groupings Email, Phone, Note, Meeting and SMS by default - see example below. They are a great wa...
Thu, 26 Nov, 2020 at 2:21 AM
Yes you will see inside the History section of your contacts record that there is a search filter and also a search history button as shown below in red: ...
Thu, 26 Nov, 2020 at 2:22 AM
The coloured text does not show up inside the History log as shown below as we use plain text which has no html: If you record information in...
Thu, 26 Nov, 2020 at 2:22 AM
The reason why this warning message appears - as shown below is because if a user tries to create a history but does not enter any text into the text box ...
Thu, 26 Nov, 2020 at 2:22 AM
Please check that a duplicate contact does not exist as it is likely all history activity has been stored inside a duplicate record. To check for a du...
Thu, 26 Nov, 2020 at 2:23 AM
The capacity for feeding in documents which are attached to an email and are stored inside a contacts record - within the History section is 500 MB. ...
Thu, 26 Nov, 2020 at 2:23 AM