Provide a history log showing recent changes to a record and who made them

Currently we can only see when the record was last changed, and by whom - but it does not show what specific changes were made (or at least what section was changed - e.g., contact info, solicitation codes). It would be helpful for staff to see this information as multiple people are often editing the same records, which sometimes raises questions

  • Guest
  • Jun 5 2023
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  • Yulia Shpak commented
    03 Oct 13:59

    I absolutely agree, I changed phone numbers type in bulk and now we can't see when these numbers were actually changed/added rather than their type changed

  • Courtney Buzzell commented
    15 Feb 19:47

    Agreed, would like function audit trail reporting.

  • Susan Fountain commented
    August 09, 2023 17:33

    I agree! I do a lot of global changes, so most records default to me and I can't see who changed what when!