> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/outsmart-knowledge-base/outsmart-knowledge-base-nl/mobiele-app/ios-outsmart-app/moduleoverzichten/clienten-relaties/clienthistorie.md).

# Cliënthistorie

Controleer de klanthistorie en open gerelateerde werkbonnen, PDF's of formulieren.

## Relatiehistorie

Gebruik **Relatiehistorie** om eerdere Klant-Activiteit te bekijken.

Het scherm kan filteren op Klant-, Factuur-, Adres-, Object- of Projectcontext.

### Wat u kunt doen

* schakel tussen weergavetypen en filters
* Werkbon- en Formuliergeschiedenis bekijken wanneer beide zijn ingeschakeld
* Open een Werkbon, PDF of Formulier vanuit een geschiedenisitem.

{% stepper %}
{% step %}

### Open **Relatiehistorie**

Open de klantkaart, open vervolgens **Historie**.
{% endstep %}

{% step %}

### Verfijn de lijst

Gebruik de beschikbare filters of weergavecontroles.

In Werkboncontext kan het scherm ook een filtermenu tonen.
{% endstep %}

{% step %}

### Open het materiaal

Selecteer een geschiedenisitem om de bijbehorende inhoud te openen.
{% endstep %}
{% endstepper %}

### Let op

Geschiedenislabels veranderen met het actieve geschiedenistype.

De gesegmenteerde controle verschijnt alleen wanneer meerdere geschiedenisweergaven zijn ingeschakeld.


---

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