Estimate/History

[About Product Estimate Management] [About Estimate Bid Management]

Usage

Use this read-only tab to view all unique history records for all actions taken for the estimate. This tab allows you to keep track of all actions taken; when was it performed, who did it, what was the action taken and in some cases what was the old value and what is the new value.

There are three history types;

The History can also be studied in the Customers tab. When selecting a customer in the upper table then is the history in the lower table filtered based on the history type Customer and the specific Customer ID for the selected customer. This means that history actions taken for a specific customer can easily be studied from here.

Activity Diagrams

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Activities

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