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Viewing Forms History

Autosoft -

You can use the Forms History button on the Forms page of a deal to view a list of all the deal or prospect forms that were printed on a deal, as well as when they were last printed and by whom.

Step 1. Open a deal.

Step 2. Click the Forms button under the Deal Summary Card. The Forms page of the deal will open.

Step 3. Click the Forms History button in the upper-right corner of the Forms page. 

forms_history.png

Step 4. The Forms History pop-up will open, listing each form that's been printed for the deal by name, the person who printed it, and the date and time it was printed.

Step 5. Click Close to close the pop-up. 

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