Viewing the Logs of a Deal Version

Procedure

To view the logs of a deal version:

  1. Search for the deal version in the Search Deal zone of the Deal Dashboard screen whose logs you want to view.
  2. Click the Deal Version Log link at the top right corner of the Deal Information zone.
    The Deal Version Log and Comments screen appears.
  3. Click the Log or Show All link in the Section pane of the Deal Version Log and Comments screen.
    The Log section appears. It contains the following fields:
    Field Name Field Description
    Deal ID Displays the deal ID for which the deal version is created in the system.
    Deal Information Displays the concatenated string of deal information separated by a comma (,) for which the deal version is created in the system.
    Deal Version ID Displays the deal version ID.
    Deal Version Information Displays the concatenated string of deal version information separated by a comma (,).

    In addition, the Log section contains the following columns:

    Column Name Column Description
    Creation Date Time Displays the date and time when the action was performed on the deal version due to which the log is created in the system.
    Details Displays the details of the actions performed on the deal version.
    User Indicates the user who has performed the action on the deal version.
    Log Type Indicates the type of log using which the action is performed on the deal version.
    Related Object Indicates the object or entity which is created when the action is performed on the deal version.
    Note: At present, no data appears in this column. The implementation team can build the custom logic to meet the business requirements.
  4. View the logs of the deal version in the Log and the Comments sections.

Related Topics

For more information on... See...
Deal Dashboard screen Deal Dashboard
Search Deal zone Search Deal
Deal Information screen Deal Information
Deal Information zone Deal Information
Deal Version Log and Comments screen Deal Version Log and Comments