Service history tab

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Service history tab


This area gives you a quick overview of your organisation's interaction with the selected client, but also allows you to dig deeper into the full detail if required.



The Service history tab is divided into two sections: the top lists the activities applicable to the selected client, while the bottom lists the issue details,  file notes and statistics attached to the selected activity.


Service History tab_2


You can:


View/edit activities

Create activity-specific contacts

Update activity status (e.g. close a record)

View/edit file notes

Enter/edit statistics

Print client summaries