History Files

History files are accessed locally from within a specific CloudSuite Business function. A history file contains inactive records that are kept for historical purposes. From the History forms, records can be viewed, copied, or deleted, but they cannot be added or updated. Records are added to the history file when you change the record status to history. History records are moved into a History file to free up space within active files.

History files provide you with information that can be reused later.

For example, if a customer routinely places the same order, you may want to keep this information in the Customer History file. When that customer calls in for another order, you can copy the history records into the new customer order. Using the history file in this manner ensures accuracy and speeds up processing time.

To find specific information about a field on a History form, search the Help index for the field name on the form for which this historical record was created.