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View Quotation Activity Log | Zayls

by Zayls
3 years ago
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Knowledge Base Sales | View Quotation Activity Log

View Quotation Activity Log

Why view a Quotation’s  activity log?  

  • To know who created the Quotation
  • To know who updated the Quotation and what changes were made

 

View a Quotation’s Activity Log:  

  1. In the existing  Quotation, click  .   
  2. Click View Activity Log. 

3. The system will redirect you to the quotation’s  Activity Log record.   

The Activity Log will show the admin:   

  • The Date & Time the activity occurred 
  • The Action (Created, Updated, Deleted, Enabled, Disabled)
  • The User who made the activity

4. To see the updated details, click  View Changes. The system will redirect you to a page showing the removed and/or added details of that record.   

Related Article: Converting a Quotation to a Sales Order