- Knowledge Base
- Contacts
View a Contact's History
OBJECTIVE
To view a Contact's History in ConstructionOnline
BACKGROUND
Contacts within ConstructionOnline are referred to as Users, and are divided into five categories: Company Employees, TeamLink Users, ClientLink Users, Leads & Basic Users. A first name, last name, and email address are required information for adding a user.
STEPS TO VIEW USER HISTORY
- Navigate to Contacts via the Left Sidebar
- Right-click on the contact
- Select Contact History
- This will open the Contact History window
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