Contact Record History (audit trail)

The Kindful CRM Contact History feature logs changes that are made to fields on Contact records in the past 7 days.

 

The Kindful CRM Administrator can answer the following questions using this feature:

 

  • Who updated this field value on this record and when?
  • What was the previous field value before it was updated?

Contact History tracks updates to fields on contact records in the following areas: Personal Information, Custom Fields, and Communication Preferences.

Updates made by the following “change-agents” will display in the Contact History feed:

  • Organization Admin Users
  • Kindful Employees
  • Donor Users
  • Custom API Applications
  • Quickbooks
  • Eventbrite
  • Emma
  • Mailchimp
  • Shopify
  • Stripe


At this time, the “created” information is not visible in the contact history. In other words “who or what application created the contact record, and when” will not be visible in the Contact History. Only updates or changes will be visible.

 

Click on History

 

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