View CardFile History

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There are a number of ways to view cardfile history.

1.Whilst you have a cardfile open, you can click on the History icon in the quick access toolbar to view the history of that cardfile. You can also drag the Log Event column heading up above the headings so you can group event types:

cfhistory

2.If you wish to see newly added cardfiles, you can go to Tools > History and select CardFile in the Object field, leaving the rest as is. Drag the Log Event up as per above, then expand Add to see recently added cardfiles.

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3.Via Management > Reports in the ribbon, go to the System folder and select the 'Recently Updated Objects' and select CardFiles in the pop up window. In the Update Type field, you can select Added (the other option is Modified), and enter dates, if required.

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This can be saved to Excel showing the cardfiles and when they were added. Selecting Modified in the Update Type field will show all cardfiles modified within the date range you have chosen.

 

Further information

Add a CardFile

Add a Time Sheet

Add Prospect CardFile

Add CardFiles to Groups

Add/Update Contact Details

Add/Update Customer Details

Add Customer-Specific Reports

Add Documents to CardFiles

Add Groups to a CardFile

Add Mulitple CardFiles

Add Vendor Details

Add/Update User

Add an Accountant Login

Auto Postcode/Suburb Lookup

Browse for a CardFile

Bulk Update CardFiles with BPAY Ref

CardFile Merging & Deleting

Create a CardFile List

Deactivate CardFiles

Edit a Time Sheet

Email from CardFile List

Export a CardFile List

Export a CardFile Report to Spreadsheet

Export Email Contact Report

Export Time Sheet Reports

Make Prepayments/Refunds

Quick Add CardFile

Reassign Users and Account Managers

Reassign Prior to Today

Set up Overseas Customer

Update Multiple CardFiles

Use CardFile List Results

View CardFile Transactions

View or Edit a CardFile