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Created by Guest
Created on Aug 2, 2023

View a history of every time data has been changed

It would be helpful to have functionality for Admins to be able to see a change log/ database changes. i.e. changes to records, deletions, new records, etc. This is useful for auditing purposes and to see on a global scale what recent changes have been made. Currently, changes can be seen in individual records, but not on a global scale. A report can be run to see new constituents added; however, it doesn't allow for which constituents were recently deleted, merged, etc.

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  • Guest
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    Nov 20, 2024

    This is also very valuable for data that was transferred into the crm from another source. A changelog would eliminate the need to make notes for changes to know what information is recent / current.

  • Guest
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    Sep 14, 2024

    Yes please. Since more than one person can make changes, this would be helpful to see who/when/what was changed.

  • Guest
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    Nov 30, 2023

    Seconded! I'm surprised that I can't see even just the actions I've taken recently. I'd like to be able to at least pull up a list of accounts and the changes I've made to them. Being able to do that on a global scale would be great too. It'll help us keep track of records that are active and plan out next steps.