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 desired Contact
3. Select Contact History from the dropdown menu
    
   1. This will open the Contact History window
   

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) regarding Contacts can be found in the FAQ: Contacts article. 
• If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.