Retailers-History Page

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This page allows you to

        View the service history of a retailer you select

        Modify, and delete retailer service entries.

        View the Cadence history for the retailer

 

To view the details of any service entry go to the Retailer’s-Hist Page, and click or touch the Show Detail image492.gif icon.

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The Store Visit  icon indicates a store visit is associated to the record.

The Telephone Call  icon indicates a telephone call/conversation is associated to the record.

The Email  icon indicates an email is associated to the record.

Change the dates for a different date range

 

To edit the details of any service entry go to the Retailer’s-Hist Page, and click or touch the Pencil icon. This will go to the Service Entry Edit page.

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To delete a service entry go to the Retailer’s-Hist Page, and click or touch the Trash Can icon. A confirmation will be requested.

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To view Cadence history go to the Retailer’s-Hist Page, and click or touch the Cadence Case History button.

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