To view the event history of a home buy case

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The procedure to view the event history of a home buy case is as follows:

  1. Using the Advanced search spy-glass (), select Home Buy Case as the Search for and Search by category, and enter the Case ID as the search criteria 1.
  2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Home Buy Case Details window is displayed.
  3. With the Summary tab activated, a list of all chronological events undertaken for the home buy case is displayed as a timeline.
  4. Use the Expand Timeline () and Contract Timeline () icons to control the scale of the chart; use the Left () and Right () scrolling arrows to navigate between adjacent events along the timeline.
  5. Alternatively, click on Switch View. All events on the timeline are displayed in the Summary table 1. Certain fields are worthy of special note and are captured in the table below 2.
  6. Click on Close.


Tip

1 By default, all events are displayed in chronological order (most recent at the top); to aid analysis, rows can be reordered by clicking on any of the available headings.

Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, type, stage, company, status) to ensure that the correct home buy case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 To return to the default view, with all events displayed as a timeline, click on Switch View a second time.


Field

Description

Date

The date on which the discrete event was added to the home buy case.

User/Contact

The name of the end user who created the event; an automatically created event is denoted by the 'System' user. Alternatively, the name of the contact to whom the event relates e.g. the home buy applicant.

Details

The contextual information added to the event in support of the home buy case progression.


See related topics...

Home buy case management overview

To insert a note against a home buy case

Using the search facility