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Action history (Add-on)

Notes

  • The Action history add-on must be activated in order to view and use the features described below.
  • Administrator access rights may be required to perform some or all of the following steps related to Action history.
  • Action history add-on is not availble for Severa Professional version.

In brief

Action history records and displays a log of events made in relation to a Case, User or Invoice. Specific actions are logged, and when retrieved will be displayed with the Date, Time, Action and the Person who completed the action, listed in reverse chronological order.

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Getting Started

Please contact Customer Support for pricing and activation of the Action history add-on. You may find the contact information from the panel on the right at support.severa.com/home.

In regards to Cases, recorded actions include:

  • Name
  • Account
  • Contact
  • Case owner
  • Department
  • Sales status
  • Value
  • Probability
  • Expected order date
  • Price lists
  • Case members – adding or deleting
  • Activities – adding or deleting
  • Invoices – adding or deleting, and changes to the date or amount
  • Billing forecast – adding, deleting or updating
  • Deadline
  • Work estimate
  • Start date

In regards to Users, recorded actions include:

  • Name
  • Work type
  • Email
  • Phone
  • Department
  • Supervisor
  • Address
  • Date of birth
  • Bank account
  • Work contract
  • Access rights

In regards to Invoices, recorded actions include:

  • Billing address
  • Invoice number
  • Invoice date
  • Account contact
  • Payment terms
  • Overdue interest
  • Invoice rows
  • Invoice status
  • Invoice cases – on Config page, adding or deleting
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