Account History

The purpose of this week’s Tip is to let you know about some new functionality that has recently been added to P3. We are making it easier to look at all on the information you have for a particular account.
Now when you are viewing account details you will see the icon in the upper right corner. Clicking on this will open up the Account History.
On this screen you will be able to view and click through to any documentation that has been completed for that account. You will also be able to view who was the last user to modify that account. This information is still available at the bottom of the page where it’s always been, but is now also available at the top of the page for convenience.

If you have any questions about this functionality or any other part of P3, don’t hesitate to contact us. We can be reached by replying directly to this email or by calling 207.712.8224.

Thanks,

Alex

Tip of the Week