In the DEALS menu, the record allows you to trace all operations linked to a particular case or transaction.
You can trace the date on which the proforma was transformed into a purchase order, and who was responsible for this action.
CONSULT
Once the privilege(s) have been assigned, you can activate the column in the DEALS or TRANSACTIONS view.
Then click on the record icon to access details of the operations carried out.
You can also export this history as an Excel file.
USER RIGHTS
The user rights associated with consulting the record of a deal or transaction are :
DEALS & SALES > Other privileges > View transactions' record
DEALS & SALES > Other privileges > View deals' record