History Tabs

At the bottom of each section or App that you are using is a History Button.

This Tab provides a breakdown of actions that have occurred on that client file.

For example if you are in Retirement Goal section and you click on History you will see the following;

You will notice that is defines the action and who completed the action together with a date and time stamp indicator. 

You will also note that the History file will show any over changes to a strategy that may have occurred.