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

  1. Navigate to Contacts via the Left Sidebar
  2. Right-click on the contact
  3. Select Contact History
    1. This will open the Contact History window

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