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Use the History feature

Use the History feature

 

Introduction

This is an extra feature that activates full history visibility in Smart Projects/Quotes, Classic Projects/Quotes, and other system elements. Additional charges may apply. Please contact our Support or your Regional Growth Manager for more information.

 

The History feature helps you keep track of what changes were made to the projects, clients', and vendors' profiles while you were away.


Global configuration

Go to Configuration MenuGeneral ConfigurationSettingsHistory.

There are three areas for which the history is captured: Clients, Vendors, and Projects or Quotes. Select the ones that are critical to your operations and need to be monitored. Bear in mind that the gathering of such background data may slow down the system a little bit. Also, the history is stored for a maximum of one year, but you may decide on monthly cleanups.

History in XTRF 01

All history entries can be removed with a single mouse click on the Purge History button, so be careful who has access to this area of the system. You may also choose which groups of users will see the historical data by selecting or deselecting the History checkbox in Configuration MenuGeneral ConfigurationUser Management → User Groups and Rights.


All history entries

Go to Configuration MenuSystem InformationHistory to view every stored entry. This page is accessible to users who have been granted administrative rights.

History in XTRF 02