> 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/moduuloverzichten/klanten-relaties/klantgeschiedenis.md).

# Klantgeschiedenis

## Klantgeschiedenis

Gebruik **Klantgeschiedenis** om eerdere activiteit van de Klant te bekijken.

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

### Wat u kunt doen

* wissel weergavetypen en filters
* bekijk de Werkbon- en Formuliergeschiedenis wanneer beide zijn ingeschakeld
* open een Werkbon, PDF of Formulier vanuit een geschiedenisitem

{% stepper %}
{% step %}

### Open **Klantgeschiedenis**

Open het klantrecord en open vervolgens **Geschiedenis**.
{% endstep %}

{% step %}

### Beperk de lijst

Gebruik de beschikbare filters of weergavebedieningselementen.

In de Werkbon-context kan het scherm ook een filtermenu tonen.
{% endstep %}

{% step %}

### Open het item

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

### Houd er rekening mee

Geschiedenislabels veranderen met het actieve geschiedenistype.

De gesegmenteerde besturing verschijnt alleen wanneer meerdere geschiedenisweergaven zijn ingeschakeld.


---

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