History

In the CDV, Users can access the Clients History by navigating to the History-Tab.

It is client-specific and shows any and all changes regarding the Device, i.e.

• Creation of the Client

• Updates to Default & Custom Fields

• Updates to Checklists

• Updates to Status

• Updates to Assignee

• Updates to Client User

• Updates to Inventory (Moving Client)

• Addition or removal of Client Links

• Addition, removal or editing of Comments

• Addition, removal or editing of Client Flags

• Addition, removal, completion or update of a Task

• Addition or removal of Attachments

• Completion of Appointments

• Completion or deletion of the Delivery Sheet

All values and properties added by the initial Import will not show up in the History, except for the Client Creation entry.

For all changes, the User responsible is specified.

Changes through Client Assignment will display System as the User responsible.

By hovering profile pictures, the Users Collaborators Profile can be accessed.