Use the History tab to view:
- changes made to the object agreement
- when the changes were made
- which staff member made the changes.
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. |
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