View and Add History of Communication inside Contacts

How to use the History section inside a contacts record
The History section within a contact record allows you to store all types of communication that has occurred between you and your contacts as shown below: ...
Thu, 17 Jan, 2019 at 10:59 PM
How do I add or choose a History category inside a contacts record?
Emails sent to a contact via your CRM account are automatically added to a contacts History as well as incoming and outgoing calls if you have added a Vo...
Thu, 17 Jan, 2019 at 11:05 PM
Custom History Types
History items are separated into various types/groupings Email, Phone, Note, Meeting and SMS by default - see example below.   They are a great wa...
Thu, 17 Jan, 2019 at 11:36 PM
Can I search for a document inside a contacts History?
Yes you will see inside the History section of your contacts record that there is a search filter and also a search history button as shown below in red:  ...
Fri, 18 Jan, 2019 at 12:04 AM
I added coloured text inside a History entry but this does not display when I look at the history section inside a contact record, why?
The coloured text does not show up inside the History log as shown below as we use plain text which has no html: If you record information ...
Tue, 15 Jan, 2019 at 10:50 PM
When I add History and click on Create why do I get a 'Warning' message box?
The reason why this warning message appears - as shown below is because if a user tries to create a history but does not enter any text into the text box ...
Sun, 1 Jul, 2018 at 10:27 PM
I cannot see any History activity inside a contact record but we have emailed and spoken with them on the phone
Please check that a duplicate contact does not exist as it is likely all history activity has been stored inside a duplicate record.  To check for a...
Fri, 12 May, 2017 at 1:46 AM
What is the maximum file size I can attach to an Email History?
The capacity for feeding in documents which are attached to an email and are stored inside a contacts record - within the History section is 500 MB.  ...
Sun, 13 Oct, 2019 at 11:12 PM