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.
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Guest
- May 24 2023
- Already exists
Related ideas
From the constituent record, you can view an audit of the changes made to the record. From a constituent, click the History tab.
Under History, you can view the changes and revisions made to the constituent record. For each change, you can view the date and time of the change, the action performed, the field affected, the field values before and after the action, and the user or process that performed the change. In the Application column, you can also view the application from which the change was made. For changes made through regular use of the program, “Blackbaud App Server” appears. To make sure the grid displays the latest information, click Refresh List on the action bar.
To help find a specific change, you can filter the history information that appears. On the action bar, select the criteria of the information to view, and click Apply. You can select to view historical information by a specific user and of a specific action. In the Show field, you can select to view changes made during a specific time frame, such as Last 30 days, Last 6 months, or Last year.