User History Details

User History Details screen helps you to view history details of a particular user. It also shows the transaction details done by the user for a particular customer, module, and transaction type for the specified period.

To view user details:

1. On the Customer Care module, click User History Details.

2. In the User ID box, enter the User ID of the user. Else, click the search lookup next the User ID box to search for the User ID based on user name or user description. Enter relevant information in the given search filters and click Search to retrieve the results. Click the desired user name. The selected user id appears on the screen.  

3. In the Customer # box, enter the customer number for which you want to view the transaction details done by the user.

4. In the From Date and To Date, specify the period for which you want to view the transaction details.

5. In the Module drop-down, select the module. The corresponding transaction types appear in the Transaction Type drop-down.

6. In the Transaction Type drop-down, select the type of transactions you want to view.

7. Click Search to retrieve the history details based on the specified search criteria.

8. Details like Customer #, Transaction Type, Transaction Number, User ID, Date, and Description of the transaction appear on the screen.