Viewing Customer History
This topic discusses how to view customer history.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
FO_HISTORY |
Review the most recent history items logged about a customer. |
|
|
FO_HISTORY_DTL |
View details of a customer history item. |
Use the Review History page (FO_HISTORY) to review the most recent history items logged about a customer.
Navigation:
The Review Customer History page contains a record of the critical interactions that have transpired between you and your customers. It includes data primarily from the agenda and assignment pages because these pages generate the most transactions between your customers and your staffing service. However, you can save many other types of records and events to the database and retrieve them using the normal search process.
The system generates a history item when a user completes an agenda item or clicks the Add History button.
To access the History Detail page and view additional detail for a particular item, click the View History Detail link that is associated with the item.
Use the History Detail page (FO_HISTORY_DTL) to view details of a customer history item.
Navigation:
. Click the View History Detail icon.
The layout of the History Detail page is the same for all types of history records.