Contact Record History (audit trail)

Overview

The Kindful CRM Contact History feature logs changes that are made to fields on Contact records

Linked Articles:

- Contact Profiles


 What Does It Do?

This tool gives you the power to be able to answer the following questions:

  • 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

How To View 

Head to a contact profile, and simply click on the History tab along the top of the profile view.

You can Expand any option to get more specific details.

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Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member. 

 

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