View All Contacts' History Audits From Contacts List Page
You can view history audits for all contacts from the contacts list page.
Go to the Contacts list page from the left navigation bar.
Click on the "History" tab from the contacts list page.
Filter audits by:
Matter
Member
Action
Date Range
You can view audits for each contact and the changes made by a specific member in your firm.
View Individual Contact History From Contacts List Page
You can view all history audits for a specific contact and associated contact items from the Contacts list table.
Go to the Contacts list page from left navigation bar.
Click on the "..." three dots icon under Actions column.
Click "View History"
You will see a new window pop up with the contact's history.
You can filter by Member, Record, Action and Date Range.
You can now view individual contact history audits from the contacts list page.
View Individual Contact History From Contact Details Page
You can view all history audits for a specific contact and associated contact items from the History tab.
Go to the Contacts list page from left navigation bar.
Click on the contact's name in the Name column.
Alternatively, you can click on the "..." three dots icon under Actions column and click "Edit Contact".
You will be redirected to the contact details page.
Click "History" tab of the contact details page.
Filter audits by:
Member
Record
Action
Date Range
Associated audits:
Addresses
Contact Connections
Custom Field Values
Email Addresses
Invoices
Matters
Memos
Payments
Phone Numbers
Rate/Role Assignments
You can now view individual contact history audits from the contact details page on the history tab.
If you have any questions, please feel free to contact us.