{"id":24023,"date":"2024-06-12T13:29:37","date_gmt":"2024-06-12T11:29:37","guid":{"rendered":"https:\/\/docs.prim.io\/modules\/crm\/working-with-contractors\/counterparty-file\/contractors-history-and-commentary\/"},"modified":"2024-06-12T13:29:38","modified_gmt":"2024-06-12T11:29:38","slug":"contractors-history-and-commentary","status":"publish","type":"page","link":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/working-with-contractors\/counterparty-file\/contractors-history-and-commentary\/","title":{"rendered":"Contractor’s history and commentary"},"content":{"rendered":"\n

The interface in the counterparty file for counterparty history and adding a comment consists of a Comment field (1)<\/strong> and a History field (2)<\/strong>. <\/p>\n\n

\"\"<\/figure>\n\n

In the Comment field (1) <\/strong>you can write a free text comment, which is reflected in the Contractor’s File in the fields in the Contacts tab and is available to other users who have permissions to view the tab:<\/p>\n\n

\"\"<\/figure>\n\n

The counterparty history (2)<\/strong> helps to easily track the changes made to the counterparty by automatically recording the following data with date, time and user who made the edits: <\/p>\n\n

  • change of counterparty type natural\/legal person<\/li><\/ul>\n\n

    For example, “the Contractor’s data has been edited:Type changed from Legal Entity to Natural Person”.<\/p><\/blockquote>\n\n

    • change of counterparty type Customer\/ Supplier\/ Government organization\/ Bank<\/li><\/ul>\n\n

      For example: the text “Counterparty data edited: Bank from Banks of —” means that the counterparty was type Bank, but the user has removed it. <\/p>

      For example: the text “Counterparty data edited: Bank from — of Banks” means that the user has put this counterparty type.<\/p><\/blockquote>\n\n

      • backup\/activate counterparty<\/li><\/ul>\n\n

        For example: text “changed client status from active to archived” means that the user has archived the counterparty. <\/p><\/blockquote>\n\n

        • change comment<\/li>
        • change of counterparty status<\/li><\/ul>\n\n

          For example: the text “Counterparty’s data has been edited: status changed from Unprocessed to —” means that the counterparty was with the status “unprocessed”, but the user has removed the status completely. <\/p><\/blockquote>\n\n

          • change of UIC and VAT number<\/li><\/ul>\n\n

            For example: text “The counterparty’s data has been edited:The VAT number has been changed: from 123456789 to –” means that the user has removed the VAT number. Similarly with UIC numbers. <\/p><\/blockquote>\n","protected":false},"excerpt":{"rendered":"

            The interface in the counterparty file for counterparty history and adding a comment consists of a Comment field (1) and a History field (2). In the Comment field (1) you can write a free text comment, which is reflected in the Contractor’s File in the fields in the Contacts tab and is available to other […]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":23552,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"\nContractor's history and commentary - PRIM.IO RESOURCE CENTRE<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/working-with-contractors\/counterparty-file\/contractors-history-and-commentary\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Contractor's history and commentary - PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"og:description\" content=\"The interface in the counterparty file for counterparty history and adding a comment consists of a Comment field (1) and a History field (2). 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