Viewing changes to a Constituent

Follow

If you are an Administrator in your Donorfy you can see the changes to a Constituent on the Change Log, which is available on the Constituent's Timeline under the Change Log view. It shows what has been added, changed, and what has been deleted from a Constituent record.

 pic1.png

 

To view the detail of the changes click on the activity and it will display a summary of the information changed, for example:

pic2.png

You can also select which fields you see in the Change Log, through the field select option

You can select from the following:

The default view is set to description sorted alphabetically. You can sort by Date Added (date changed) by clicking the arrows on the column headers.

 

 

Comments

0 comments
Please sign in to leave a comment.
Powered by Zendesk