Setup: Contacts - Audit
How to get there: Set Up | Contacts | Audit
The Contacts Audit tab contains an archive of all of the changes that have been made to the given contact over time. It details who made the change, when, where and what the change was, along with the original value and the
new one.
Screen Layout and Fields
|
Created On |
Date that the change was made |
|
User |
Name of user making the change |
|
Origin |
Where the change was made from |
|
Type |
Description of the change being made |
|
Old Value |
Original value prior to editing |
|
New Value |
New value following the changes being made |
Screen Actions
|
Add |
Create a new contact |
|
Select Contact |
Select multiple contacts - this enables you to scroll through them using the arrow keys detailed below and modify as required |
|
Select Customer |
Select the customer associated with the contact |
|
Save |
Save the contact |
|
Delete |
Delete the contact |
|
</> |
Navigate between contacts (from left to right) |
|
Down Arrow |
When selected, displays a drop down list of those contacts you have already selected in order for you to quickly access their records, by selecting the name of the contact you are interested in |