Getting Started

History

The history is a list of user actions (creation, status changes) which have been performed on a record.

  The history is available on the History tab in an object form, or can be called up from the Organization > History context menu.
 
  • INSERT - create a record
  • TRANSITION - status change
  • MEMO - entry of additional information by the user
 

Adding a Memo

From the History list, switch to insert mode using the button

Select MEMO from the Function field.
In the Comment field, enter your memo text.

Save the entry with the button