Client history

Review customer history and open related work orders, PDFs, or forms.

Client history

Use Client history to review previous customer activity.

The screen can filter by customer, invoice, address, object, or project context.

What you can do

• switch display types and filters
• review work-order and form history when both are enabled
• open a work order, PDF, or form from a history item

1

Open Client history

Open the client record, then open History.

2

Narrow the list

Use the available filters or display controls.

In work-order context, the screen can also show a filter menu.

3

Open the item

Select a history entry to open its related content.

Keep in mind

History labels change with the active history type.

The segmented control only appears when multiple history views are enabled.