Open any engagement as it stood at an earlier moment

Every engagement’s workspace now has a History control beside its status. Pick a moment and the Customer Service Journey shows the engagement exactly as it stood then: the status it had just entered, when the SDM approved the BRD, when the customer accepted the quote, or when a milestone was completed.

At a moment, each section shows only what existed then and in the state it was in. Bids read Submitted, Reviewed, Selected or Unsuccessful as they did at the time, milestones show what was done and what was in progress, invoices read Created, Sent, Overdue or Paid, and the activity stops at that point.

The page is read-only while you look back. A banner names the moment, nothing can be approved, paid or sent from it, and Now takes you straight back to the live engagement.