On the System Information subtab, you can find system notes which track the date and time of each update to the transaction. System notes also track each user who made changes to the transaction.
Viewing Transaction System Notes
- To review changes made to an individual transaction, click the System Information and then click the System Notes. System notes store details about each change.
- By default, system notes for all transaction fields are listed. Select a field from the Field dropdown list to view changes for one field.
- On the System Notes subtab, you can view history related to the transaction, including system logs.
System notes list each change made to the transaction, with the following information:
Date/Time – when each change was made to the transaction. The date and time are shown in the company time zone.
Set by – the user that made each change. Some changes are made by the system, for example, fields where values are automatically populated.
Field – the field where each change was made. If you are using the accounting feature, system notes include general ledger impact of changes with an entry of Impact in this column.
Type – the type of each change.
Old Value/New Value – the data in the field before it was edited and the new information entered for each change.
Role – the role of the user that made the change (included as of 2017.1 — you must customize the view to see the Role column)
Communication Subtab
- Use the Communication subtab to create and send messages to your customer.
- You can add the message as an HTML or PDF attachment or embed the transaction within the body of the message.
- The Communication subtab tracks all related email and faxes sent and received.
- Use the Communication subtab to create and send messages to your customer.
- You can add the message as an HTML or PDF attachment or embed the transaction within the body of the message.
- The Communication subtab tracks all related email and faxes sent and received.