Viewing attachment history, task and ticket note history, and time entry history
SECURITY For Attachment History: Security level with access to CRM, and object permission to view attachments
SECURITY For Task and Ticket Note History and Time Entry History: Security level with permission to view time entry internal notes, internal notes, and internal attachments for Ticket page and CRM entity pages and/or Task pages
NAVIGATION For Attachment History: Attachment grid > context menu > Attachment History
NAVIGATION For Task and Ticket Note History and Time Entry History: Select ticket or task > Activity tab > three dot menu on a note/time entry > Note History or Time Entry History
The Attachment History, Note History, and Time Entry History pages provide a record of every activity performed on the item from the time the feature was released. To open the page, use the path(s) in the Security and navigation section above.
Entries are displayed with the most recent entries on top. The initial values in each tracked field are listed, and each change to a field is tracked in a separate row. You can search the log using filters, and export the search results to a CSV file.
IMPORTANT If a time entry is modified (there is a modifier on the role or on the block hour), a second row is created for the time entry when it is approved and posted. This second row shows that Admin, Autotask performed the change.
The Note and Time Entry History pages include the following features.
Feature/Icon | Description |
---|---|
Refresh | Click to refresh the table contents. |
Export | Click to export the contents of the history table to a CSV file. |