Viewing Contact History

This topic discusses how to view contact history.

Page Name

Definition Name

Usage

Review Contact History Page

FO_HISTORY

View all of the history items that are associated with a particular contact.

Contact History Detail Page

FO_HISTORY_DTL

View details of a contact history transaction.

Use the Review Contact History page (FO_HISTORY) to view all of the history items that are associated with a particular contact.

Navigation:

Staffing > Customers and Contacts > Review Contact History

The Review Contact History page contains a record of the critical interactions that have transpired between you and your contacts. It includes data primarily from the Agenda and Assignment pages, because these pages generate the most transactions between your contacts and your staffing service. However, you can save other types of records and events to the database and retrieve them using the normal search process.

The system generates history items when agenda items are completed or a user clicks the Add History button.

To access the History Detail page and view additional detail for a particular transaction, click the View History Detail link that is associated with the item.

Use the Contact History Detail page (FO_HISTORY_DTL) to view details of a contact history transaction.

Navigation:

Staffing > Customers and Contacts > Review Contact History > View History Detail

The layout of the history page is the same for all types of history records. Blank fields do not have any association to the history event.