Skip to main content

History entries

History entries are detailed notes about the customer interactions and transaction events that occurred after an initial purchase. They are vital to discerning what has happened and what must still be done with regard to purchases.

Add a history entry​

To add a history entry in our web admin tool, do the following:

  1. On the Customers section, locate the relevant purchase and click the reference number. The Purchase Details page appears.

  2. On the Purchase Details page, click the Add History Entry button. The Add History Entry window opens.

  3. Select options from the following drop-down menus:

    • Nature of Contact: Source of the contact, for example, whether the contact was initiated by the customer or internally in your organization.
    • Contact Method: Way in which the contact was initiated.
    • Contact Category: General reason for the contact. The Contact Category drop-down is available only when Show Most Used is disabled.
    • Contact Reason: Specific reason for the contact.

  4. Enter additional information in the following optional fields:

    • Contact Link
    • Manual Short
    • Manual Link

  5. Click Submit.

View a history entry​

To view an existing history entry n our web admin tool, do the following:

  1. Go to Manage > Search, locate the relevant purchase.

  2. To display purchase details, click the reference number. The Purchase Details page opens.

  3. Open History tab. It displays all existing history entries.

note

To view history entries in Commerce Assistant (CA), see History.


Did you find this doc useful?