Hoops keeps a detailed Activity Feed for every SalesDoc.
This allows you to see:
Who changed a SalesDoc (eg.Quote)
When a SalesDoc was updated
Status changes
When a quote was converted into a Job
Xero or QuickBooks Online sync activity
What changes were made to pricing or totals
And more
If you have ever asked:
“Can I see who edited my quote?”
“Can I track changes to a SalesDoc?”
“Can I see when a quote was converted?”
“Can I see the history of a SalesDoc?”
“Can I audit changes to a quote?”
The Activity Feed is where this information is stored.
View SalesDoc Activity
To view the activity for a SalesDoc:
Open your SalesBoard
Click the SalesDoc number
The document drawer will open on the right-hand side
Click the Activity tab
You will now see a timeline of all activity related to that SalesDoc.
Expand Activity Details
Some activity items can be expanded for additional detail.
Click the down arrow beside an activity item to see:
Who made the change
Date and time of the update
Previous totals and updated totals
Status changes
Workflow updates
For example, you may see:
A quote updated from 300 shirts to 3,000 shirts
A Quote converted into a Job
A SalesDoc synced to Xero
A status changed from Pending to Approved
SalesDoc Workflow Tracking
The Activity Feed keeps a running history of all important SalesDoc events and workflow changes.
This is especially useful when:
Multiple team members work on the same quote
Customers request revisions
You need to audit changes
You want visibility into document history
For more information about Activity across all document types in Hoops, see: