View and Add History of Communication inside Contacts

How to use the History section inside a contacts record
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
How do I add or choose a History category inside a contacts record?
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
Custom History Types
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
Can I search for a document inside a contacts History?
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
I added coloured text inside a History entry but this does not display when I look at the history section inside a contact record, why?
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
When I add History and click on Create why do I get a 'Warning' message box?
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
I cannot see any History activity inside a contact record but we have emailed and spoken with them on the phone
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
What is the maximum file size I can attach to an Email History?
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