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History

This feature is only available for Professional and Ultimate XTRF Plans. Additional charges can apply. Contact XTRF Support or your Regional Growth Manager for more information. 

In this section, you can view every history entry stored in the system.

History1.png

In this history view, you can filter results by five criteria:

  • Responsible - by the user who has performed an action (includes automatically performed actions).

  • Date - by the action date.

  • Action - by the action type: added, changed, deleted, erased.

  • Scope - by the portal area: clients, vendors, quotes, or projects.

  • Name - by the name or ID of a client, vendor, project, or quote.

You can grant or deny access to the History section for certain user groups. For details, see the User Groups and Rights section.

You can manage the history scope in the Configuration.png Configuration menu > General Configuration > Settings > History tab.