History - Revision history

Dina: /* See Also */

2021-06-27T10:41:18Z

Dina at 07:20, 12 July 2020

2020-07-12T07:20:49Z

← Older revision		Revision as of 07:20, 12 July 2020
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	s{{~~faq~~}}		{{officemanagement}}
			__TOC__

	==~~=Questions=~~==		== Introduction ==
	*[[History FAQ#It seems that history window/tab is filled automatically? Do I need to ~~maintain it?\|It seems that history window/tab is filled automatically? Do I need to maintain it?]]~~		In many cases, you would like to have a quick overview of all activity over a certain period of time (i.e. today or this week). You can use several views which will help you get a quick understanding of the current status of projects and any open items.
	*[[History FAQ#Can I add a ~~history event, such as~~ a ~~phone call summary, manually?\|Can I add~~ a ~~history event, such as a phone call summary, manually?]]~~

	<br>		#<u>To View Tickets that were opened today</u> - From the Tickets window, click the filter check box and then the '''Filter...''' button. In the '''Field Name''' to filter by, select '''Open Date''', and in the date value enter today's date (you can easily set the date for today by double-clicking the arrow which opens the small calendar window).<br><BR>This will list all the Tickets that were opened today.
	*[[#~~See Also\|See Also]]~~		#<u>To View all the activity for today (or any other date range)</u> - You can view all the activity from the '''History window'''. To open the history window, click the History icon tutorial_history_icon in the left pane.

	~~----~~		Here you can view a journal of all the activity in the system. You can filter it by date in the From filter on the top tool bar. You can also filter the activity for a certain employee, or create more complicated filters.

	~~===It seems that history window/tab is filled automatically? Do I need to maintain it?===~~		[[File:tutorial_history_window_full.gif\|center]]
	~~The history data is automatically created while you use RangerMSP; you don’t have to do anything to maintain it~~.

			==View Account History==
			If you want to follow-up on a certain Account, or see any open issues and updated activity, do as follows:

	~~===Can I add a history event~~, ~~such as a phone call summary, manually?===~~		#From the Account window, view the '''Tickets tab'''. You can filter the list using the filters on the bottom of the tab.
	~~History events~~ can ~~also be added manually~~. ~~To do~~ this, ~~add a History Note record from~~ the History ~~window or~~ tab. ~~A History~~ Note ~~record~~ can ~~also be regarded as a note with a time stamp. To log a summary~~ of ~~a phone call, for example, you can add a History Note record,~~ which ~~will be shown among all other history events~~.		#From the Account window, view the '''Pending tab''' which shows all Tasks, Appointments and Tickets which are linked to this Account.
			#From the Account window, view the '''History tab''' which shows all activity performed for this Account, including new Tasks, Appointments, Tickets, Opportunities, Documents, etc. Note that you can check the '''Detail''' check box in order to view events of Charges which have been added to the Account.

			[[File:tutorial_history_account.gif\|center]]

			==Viewing Ticket History==
			When a Ticket is closed, an Audit Note is added to the Ticket History, recording who closed the ticket and when.

			You can view the events history records in the Resolution/History tab of the Ticket.

			[[File:tutorial_history_ticket.gif\|center]]

	==See Also==		==See Also==
	*[[History]]		*[[Tickets]]
			*[[Accounts]]
			*[[History FAQ]]

	[[Category:~~FAQ~~]]		[[Category:Office Management]]
	~~[[Category:History]]~~
	~~__NOTOC__~~

Dina at 08:31, 8 July 2020

2020-07-08T08:31:24Z

← Older revision		Revision as of 08:31, 8 July 2020
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	{{~~officemanagement~~}}		s{{faq}}
	~~__TOC__~~

	== ~~Introduction~~ ==		===Questions===
	~~In many cases~~, ~~you would like to have~~ a ~~quick overview of all activity over~~ a ~~certain period of time (i.e. today or this week). You can use several views which will help you get~~ a ~~quick understanding of the current status of projects and any open items.~~		*[[History FAQ#It seems that history window/tab is filled automatically? Do I need to maintain it?\|It seems that history window/tab is filled automatically? Do I need to maintain it?]]
			*[[History FAQ#Can I add a history event, such as a phone call summary, manually?\|Can I add a history event, such as a phone call summary, manually?]]

	#<u>To View Tickets that were opened today</u> - From the Tickets window, click the filter check box and then the '''Filter...''' button. In the '''Field Name''' to filter by, select '''Open Date''', and in the date value enter today's date (you can easily set the date for today by double-clicking the arrow which opens the small calendar window).<br>~~<BR>This will list all the Tickets that were opened today.~~		<br>
	#<u>To View all the activity for today (or any other date range)</u> - You can view all the activity from the '''History window'''. To open the history window, click the History icon tutorial_history_icon in the left pane.		*[[#See Also\|See Also]]

	Here you can view a journal of all the activity in the system. You can filter it by date in the From filter on the top tool bar. You can also filter the activity for a certain employee, or create more complicated filters.		----

	~~[[File:tutorial_history_window_full~~.~~gif\|center]]~~		===It seems that history window/tab is filled automatically? Do I need to maintain it?===
			The history data is automatically created while you use RangerMSP; you don’t have to do anything to maintain it.

	~~==View Account History==~~
	~~If you want to follow-up on a certain Account, or see any open issues and updated activity, do as follows:~~

	~~#From the Account window~~, ~~view the '''Tickets tab'''. You~~ can ~~filter the list using the filters on the bottom of the tab~~.		===Can I add a history event, such as a phone call summary, manually?===
	~~#From~~ the ~~Account~~ window~~, view the '''Pending~~ tab~~''' which shows all Tasks, Appointments and Tickets which are linked to this Account~~.		History events can also be added manually. To do this, add a History Note record from the History window or tab. A History Note record can also be regarded as a note with a time stamp. To log a summary of a phone call, for example, you can add a History Note record, which will be shown among all other history events.
	~~#From the Account window~~, ~~view the '''History tab''' which shows all activity performed~~ for ~~this Account, including new Tasks, Appointments, Tickets, Opportunities, Documents~~, ~~etc. Note that~~ you can ~~check the '''Detail''' check box in order to view~~ events ~~of Charges which have been added to the Account~~.

	~~[[File:tutorial_history_account.gif\|center]]~~

	~~==Viewing Ticket History==~~
	~~When a Ticket is closed, an Audit Note is added to the Ticket History, recording who closed the ticket and when.~~

	~~You can view the events history records in the Resolution/History tab of the Ticket.~~

	~~[[File:tutorial_history_ticket.gif\|center]]~~

	==See Also==		==See Also==
	*[[Tickets]]		*[[History]]
	*[[Accounts]]
	*[[History ~~FAQ~~]]

	[[Category:~~Office Management~~]]		[[Category:FAQ]]
			[[Category:History]]
			__NOTOC__

Reno at 15:23, 11 September 2009

2009-09-11T15:23:51Z

← Older revision		Revision as of 15:23, 11 September 2009
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	__TOC__		__TOC__

			== Introduction ==
	In many cases, you would like to have a quick overview of all activity over a certain period of time (i.e. today or this week). You can use several views which will help you get a quick understanding of the current status of projects and any open items.		In many cases, you would like to have a quick overview of all activity over a certain period of time (i.e. today or this week). You can use several views which will help you get a quick understanding of the current status of projects and any open items.

Reno at 15:21, 11 September 2009

2009-09-11T15:21:05Z

← Older revision		Revision as of 15:21, 11 September 2009
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	{{officemanagement}}		{{officemanagement}}
			__TOC__

	In many cases, you would like to have a quick overview of all activity over a certain period of time (i.e. today or this week). You can use several views which will help you get a quick understanding of the current status of projects and any open items.		In many cases, you would like to have a quick overview of all activity over a certain period of time (i.e. today or this week). You can use several views which will help you get a quick understanding of the current status of projects and any open items.

Yarden: /* See Also */

2009-08-18T09:58:31Z

Yarden at 07:49, 13 August 2009

2009-08-13T07:49:23Z

← Older revision		Revision as of 07:49, 13 August 2009
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	{{officemanagement}}		{{officemanagement}}


	In many cases, you would like to have a quick overview of all activity over a certain period of time (i.e. today or this week). You can use several views which will help you get a quick understanding of the current status of projects and any open items.		In many cases, you would like to have a quick overview of all activity over a certain period of time (i.e. today or this week). You can use several views which will help you get a quick understanding of the current status of projects and any open items.

Yarden at 07:48, 13 August 2009

2009-08-13T07:48:59Z

← Older revision		Revision as of 07:48, 13 August 2009
Line 1:		Line 1:
	{{officemanagement}}		{{officemanagement}}


	In many cases, you would like to have a quick overview of all activity over a certain period of time (i.e. today or this week). You can use several views which will help you get a quick understanding of the current status of projects and any open items.		In many cases, you would like to have a quick overview of all activity over a certain period of time (i.e. today or this week). You can use several views which will help you get a quick understanding of the current status of projects and any open items.

Yarden at 07:48, 13 August 2009

2009-08-13T07:48:49Z

← Older revision		Revision as of 07:48, 13 August 2009
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	~~<div align="left"><font size="1">[[Service Management]] > [[~~{{~~PAGENAME~~}}~~]] </font>~~		{{officemanagement}}
	~~</div>~~
	~~----~~

	In many cases, you would like to have a quick overview of all activity over a certain period of time (i.e. today or this week). You can use several views which will help you get a quick understanding of the current status of projects and any open items.		In many cases, you would like to have a quick overview of all activity over a certain period of time (i.e. today or this week). You can use several views which will help you get a quick understanding of the current status of projects and any open items.

Yarden at 07:48, 13 August 2009

2009-08-13T07:48:06Z

← Older revision		Revision as of 07:48, 13 August 2009
Line 1:		Line 1:
			<div align="left"><font size="1">[[Service Management]] > [[{{PAGENAME}}]] </font>
			</div>
			----

	In many cases, you would like to have a quick overview of all activity over a certain period of time (i.e. today or this week). You can use several views which will help you get a quick understanding of the current status of projects and any open items.		In many cases, you would like to have a quick overview of all activity over a certain period of time (i.e. today or this week). You can use several views which will help you get a quick understanding of the current status of projects and any open items.

← Older revision		Revision as of 10:41, 27 June 2021
Line 32:		Line 32:
	*[[Accounts]]		*[[Accounts]]
	*[[History FAQ]]		*[[History FAQ]]
			*[[Import Notes]]

	[[Category:Office Management]]		[[Category:Office Management]]

← Older revision		Revision as of 09:58, 18 August 2009
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	*[[Tickets]]		*[[Tickets]]
	*[[Accounts]]		*[[Accounts]]
			*[[History FAQ]]

	[[Category:Office Management]]		[[Category:Office Management]]