The Associations Summary tab displays a snapshot of the Association's record and the Association's Change Log. Key data fields and the Association's last five Contact Log entries are displayed on the Snapshot subtab for quick reference.
Left-hand Navigation: Associations » select Associations Record » Summary
Snapshot
Change Log
The Change Log audits changes made to data fields within an Association's record.
- The default Date Range is one year, but users can change this range if necessary.
- Users may also revert the changes listed.
- By reverting, this will change the update to the original entry.
- These are the fields you're able to view:
- Date Changed
- Change Type
- Field
- From
- To
- Source