History items are separated into various types/groupings Email, Phone, Note, Meeting and SMS by default - see example below.
They are a great way to track sales, proposals, quotations, invoices etc making it easy to see when you go inside a contacts history.
This information also gets reflected on the Dashboard too.
Please see an example below of how these History types can be changed to something more meaningful to your business:
If you wish to customise these categories i.e. replace Meeting with Appointment or Booking, add Quotation, Proposal or Invoice etc – whatever is appropriate to your business we can make these changes. Please contact our support desk for more information.
Please note that you are limited to 7 different history types and each history type must not exceed 15 characters (including spacing) so you may need to use abbreviations if necessary.