How To Use the History Tab

 Introduction: How to view changes made on a deal in the Deal Desking module.

This page explains how to:

  1. Access the History of a deal.
  2. Group by column.

 

Access the History of a deal

When in a deal, click on the Hist. tab to view the history of that deal.

Here, you can view a complete history of changes made within the deal.

History is linked to each individual user and shows the old value and new value entered.

 

Group by column

If you want to view the history by grouping together, click on the column header, and while holding down the mouse button, drag into the  area.

For example, if you want to group by the User. Click and drag the User column into the box and the layout will change to: