Using the History list view

Use the History list view to manage your history, including completed activities, notes, literature requests, reports, emails, and database changes. If you have additional access rights, you can also view other Infor CRM SLX users history. You can use Groups and filters to filter the list of records. For example, if the time frame is the current month, use the Completed To Date filter to show only history items created this month to date.

Note: The security access determines what functions are available. Contact the administrator for any access rights changes. WebViewer users cannot access full functionality.

Select History from the Navigation Bar, to access the History list view.

On this page you can:

Click Refresh, to refresh the list information.
Work with records in a grid. See Working with Grids in list views and tabs.
Filter My list.
Use the Lookup to search for record. See Using Lookup
Click the history type on the History list view to view history details. See Viewing and Editing History Items and Notes
View a group. See What are Groups?
Manage groups. See Using the Groups List

Right-click in the grid to:

Use group list view shortcut menu. See Using the Group Shortcut Menu

Use the history shortcut menu:

Open History: Used to view or edit history details.

Table 1. The various icons present on the history view are:
Icon	Description
	Database Change
	Email
	Literature Item
	Meeting
	Note
	Personal Activity
	Phone Call
	Report
	The history item has an attachment
	To-Do

Go To: Used to view the detail view of records associated with the history record.
Log: Used to quickly log a history item for a phone call, meeting, or to-do.

The Task Pane contains the section. In this section, you can:

Add to Group. See Adding Ad Hoc Group Records
Remove from Group. See Removing Ad hoc Records
Save Records as a Group. See Saving a Lookup as a Group
Export Records. See Exporting Records to a File
Promote to Dashboard. See Promoting a Group to the Dashboard

You can create your own history groups, or use these provided groups:

All History: Displays all history records (completed activities, notes, and database changes) available to the signed in user.
Completed Activities: Displays all completed activities available to the signed in user.
Database Changes: Displays all database changes available to the signed in user.
My Completed Activities: Displays all completed activities in which the signed in user is a leader or member.
My Notes: Displays all notes available to the signed in user.