General User
- Terminology - Setting Up - Navigation
- Unified User Experience (UUE)
- Table View - Detail View - Activities View - History View
- Dashboard - Email Templates - Files - My Day - Reports
- User Preferences - Filters - Syntax Codes and Equations

 

History View

The History View is a list of all the activities that are related to the record you are currently viewing.

Column Headers: Just like the Table View, clicking the column headers will sort the data by the column header you clicked. You can click the column header multiple times to change the sort order (Ascending or Descending). An arrow will appear to the right of the column header name to show you which way you are sorting.

Activity Records: The records that appear in the history view are activity records that are related to the currently selected record. Each record will have it’s own history.