Last Updated v11.3.0

View the transaction history table


  • Filter by various criteria by typing into any column header.
  • Click on any row to open the details for that record.
  • Navigate the records in the table by using the page numbers or Previous/Next button.


  • View the Customer Dialog, Internal Notes, or Queue History, Claim, and Member tab information.
    • Some tabs may not be available depending on the transaction type.
  • Click the View Form Data button to view the form submitted (if available).