How to review previous changes made to a deal in the Propoly platform.
The audit page is a useful tool that allows you to see a detailed history of all the changes made to a deal. This can be helpful if there is ever a query or complaint, as you will be able to track who made changes to the deal, when they were made, and what those changes were. In this article, we will guide you through the steps to view the audit page for a deal.
Step 1: Open the Deal
Open the deal you would like to review the history of. This can be done by clicking on the deal from your dashboard or by searching for it in the search bar.
Step 2: Open the "View Audit" menu
Once you have the deal open, click on the three dots located above the tenancy end date.
This will open a drop-down menu with various options.
From the drop-down menu, select "View Audit". This will open the "Audit History" page.
Step 3: Review the Audit History
On the audit page, you will see a detailed list of all the changes made to the deal. This includes who made the changes, when they were made, and what the changes were.
And that's it! You now know how to view the audit page for a deal. If you have any further questions or need assistance with viewing the audit page, please don't hesitate to reach out to our support team. We are always happy to help!