Use the History tab to view:
- changes made to the object agreement
- when the changes were made
- which staff member made the changes.
Opening the History tab
To open the History tab:
- Select Module > Objects > Object Agreement Maintenance from the main menu.
The Details tab of the Object Agreement Maintenance window is displayed.
- Click the History tab.
The History tab of the Object Agreement Maintenance window is displayed.
Object Agreement Maintenance - History tab key fields
Field |
Description |
Type |
Type of agreement. For example, insurance policy, maintenance contract. |
Description |
Description of the agreement. |
Reference |
Reference number for the agreement. For example, insurance policy number. |
Orig Agree Date |
Date of the original agreement. |
Agreement Date |
Date the agreement began. |
Renewed Date |
Date the agreement was last renewed. |
Creditor |
Creditor the agreement is with, if applicable. |
Agreement Value |
Value the agreement is for, if applicable. |
Staff Responsible |
Staff member responsible for maintaining the agreement. |
Comments |
Comments relating to the agreement. |
Active |
Whether or not the agreement is active. |