All past Actions that have occurred by any TurnLink user in the Company Overview can be viewed and accessed in the Events. This is your history where you can read past notes, view past orders, read past emails, and more. On top of the Events area is a Filter by type of events, date range, or any text in any of the fields.

Events are organized in chronological order from Upcoming, to Today, to History. When you save an event as a Priority it will appear above Upcoming with a red outline. These can be used to remind you of something important like an account anniversary, a contact’s birthday, when not to call, a credit limit note/instruction.



The left side of the Event shows the type of Event along with the date and time the Event was recorded for.

The right side of the Event is the initials of the TurnLink user who performed the Action and the following various icons...

Forward: Allows you to forward a note, order or email as an Email. When forwarding an email, it will be added as a PDF attachment into the Email Action module. When forwarding anything else the content of the original event will be added to the body of the Email, which is how you can Reply To an Incoming Email that is being stored.

Edit: This allows you to edit a past Event to make corrections or add any missing information, details you may have remembered.

Delete: Clicking the red x will remove an Event from the TurnLink history. You may only remove Events that you performed the actions for, and there are certain types of Events that are not able to be deleted.

PDF: This allows you to create a PDF of an order that has been placed in TurnLink. To change some of these settings, use the Export icon to export the order as a PDF and toggle your settings that are used when clicking this PDF icon.

Priority: This flag icon allows you to move an Event into the Priority area on top of your Events. If the flag is yellow it means the Event is in draft mode or in the Cart if the Event is an Order.

Export: Clicking this will open the Export Action module in the Actions area above. From here you will have options to export depending on your TurnLink settings which include PDFs, Digital Turnover Order Submission and Direct Order Exports.
All historical actions in TurnLink, taken by any/all users, can be viewed in a company's Events history. This is where you can read past notes, view past orders, read past emails, and more.