History

Use this screen to view, filter, create, edit, or delete history. It is the starting point for managing these records.

Use this screen to view, filter, create, edit, or delete history. It is the starting point for managing these records.

When to use

Use this screen to view, filter, create, edit, or delete history. It is the starting point for managing these records.

Main tasks

• Find history using search, filters, or sorting available on the screen.
• Create a history with the new-record action when it is available.
• Edit a history by opening it from the list and changing its data on the edit screen.
• Delete a history from the selected item action and confirm only when you are sure.

Search and filters

• Search: Enter part of a name, phone number, email, or related term to narrow the list.
• Status: Select the current state or use the field to filter results.
• Period: Fill it according to the screen context and review it before saving.

Available actions

• Clear filters: clear filters, search, or current selection.
• Search: search using the current filters.
• Open conversation: open the full history for the selected conversation.