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How to View the Closing Event History

HOW TO VIEW THE HISTORY FOR A CLOSING EVENT

In this tutorial, you will learn how to view the history for a Closing Event within a transaction.  History items may include the date and time stamp for: when the closing event details were added or changed, such as for the closing status, closing comments, location, date/time, and more.

 

First, select a transaction from your Transactions list:

4-24-2019_3-17-02_PM.png

 

Next, choose the "Events" tab:4-24-2019_3-36-02_PM.png

 

Click the three dot menu smallpic.png on the closing event and select "History" in the menu:

4-24-2019_3-35-38_PM.png

 

You will then be brought to the history for the closing event:

4-25-2019_10-23-49_AM.png

 

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