Tracking Changes to a Customer Record

A record of changes to certain personal, contact, and custom field information is recorded on the Customer Record under the Account tab in the Additional Info menu option.

The Change Logs tab acts as an historical record, allowing staff to easily see previous values saved to these fields. Changes to the following fields are recorded on both the Individual and Organization customer records:

• Name
• Address
• Phone
• Email
• Custom fields that have the "Log Changes" functionality enabled.