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How do you change what displays on the customer history tab?

  • April 5, 2022
  • 1 reply
  • 47 views

arebbeadle
Hero (Customer)
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How do you change what displays on the customer history tab?

 

 

Thank you,

 

Best answer by ShawnBerk

Out of the box….you can’t, at least not in doing so through the UI.

We have custom code that updates the history table for certain events, but you would need a custom API to do the work in the background based on the additional things you would want to add, nothing that can just be configured.

We also have added custom fields to the tab view and custom RMBs to perform additional functions from the history tab.  But again, all custom programming, nothing native IFS.

 

1 reply

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  • Superhero (Customer)
  • 1482 replies
  • Answer
  • April 5, 2022

Out of the box….you can’t, at least not in doing so through the UI.

We have custom code that updates the history table for certain events, but you would need a custom API to do the work in the background based on the additional things you would want to add, nothing that can just be configured.

We also have added custom fields to the tab view and custom RMBs to perform additional functions from the history tab.  But again, all custom programming, nothing native IFS.