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    3.2.4 Action History

The Action History displays all previous Notes associated to the Action. These details include:


  • Date
    		•  Date the Note was added.
  • Created By
    		•  User that entered the Note.
  • Stage
    		•  Stage selected against the Note.
  • Outcome
    		•  Outcome selected against the Note.
  • Contact
    		•  Customer Contact selected against the Note.
  • Note
    		•  Information that was entered into the Note.

    Note: If you have security option CRM Prevent Modify Action History un-ticked, to modify the Action Note all you need to do is double click on the Note to modify it.

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