The ribbon in the top of the Framework contains a History section. Clicking the drop down allows users access Person, Account and Case history for the current day.
To View Person History
- Click the History drop down in the ribbon.
- Select Persons Viewed Today to display a list of the names and the times viewed for the persons the user accessed that day.
- The user may double-click a person from the list to open their account in the Framework.
To View Account History
- Click the History drop down in the ribbon.
- Select Accounts Viewed Today to display a list of account numbers, the account holder's name and the times the accounts were viewed.
- The user may double-click an account from the list to open it in the Framework.
To View Case History
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Click the History drop down in the ribbon.
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Select Cases Viewed Today to display a list of case numbers, the account holder's name and the time the case was viewed.
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The user may also double-click a case from the list to open it in the Framework.
