2 Replies Latest reply on May 9, 2018 2:43 PM by michelle.mcconnell@d303.org

    Client History

    michelle.mcconnell@d303.org

      Is there any way to view a client's history to see what past assets were checked out to them instead of just the current assets?  In a 1:1 education field this is extremely important to keep track of but I'm having a hard figuring out how to do this.

        • Re: Client History
          comtcjm

          If these are client assigned assets, then to see past assigned assets you have to search in the asset history

           

           

          Under Assets - Advanced Search select in the conditions :History - Action - Contains - "Client assigned: David"

           

          You will have to then exclude any current assigned, either manually or adding addition conditions to the query above. e.g. client username does not contain David.

           

          regards

          Chris