View Raised Events for an Account

Use the WorkFlow History tab to view raised events for an account.

To view raised events for an account

1. From the Window toolbar, click the Workflow History icon . The WorkFlow History tab appears.

2. Do one of the following:

• If you know the account number, in the Account # box, type the account number and then click the Go icon .

• To search for an account, do the following:

• 1. Click Search for Account. The Search - Search for Account window appears.

  2. Type search criteria into one or more boxes. For fewer results, provide more information. For more results, provide less information.

  3. Click Search. The results display on the Search Results tab.

  4. Double-click the account.

3. In the toolbar on the tab, click the Events Raised icon .

Related Topics

Workflow History