Description: This tool allows you to view and manage in a centralized way a chronological log of all significant activities, interactions, or changes related to individual customers within the system.
What is it for? (Practical examples)
Use it to quickly answer questions like: "What happened the last time we interacted with Customer X?".
- Complete tracking: Maintain a detailed and chronological record of all important actions (e.g., status changes, document submissions, internal notes) associated with a customer.
- Audit and compliance: Have a searchable archive for internal review purposes or to demonstrate the history of events.
- Data cleaning: Selectively remove obsolete, incorrect, or no longer necessary historical entries.
Main features
The features are focused on consultation and maintenance of historical data.
- Log Viewing: Access a dynamic and navigable table listing all historical entries recorded in the system.
- Entry Details: Each row in the log provides specific information about the event that occurred (who, what, and when).
- Selective Deletion: Users have the ability to permanently delete individual entries from the history log. This function helps keep the history clean and relevant.
Automatic integrations
The Customer Activity History Log acts as a central repository for information generated by other system modules.
- Automatic Event Recording: Whenever another module (e.g., Order Management, User Profile Update, or Email Sending) performs a significant action related to a customer, this activity is automatically recorded in the History Log.
- Integrated Consultation: Historical entries are generally accessible directly within the detail page of the customer they refer to.
(Note to user: Deleting an entry from the history is a permanent and irreversible operation.)
