05-22-2018 02:22 PM
I'm looking for some direction on how to create a report that show records that have changed with a time stamp of change and the user that made the change.
Any help would be greatly appreceated
05-23-2018 03:07 AM
05-23-2018 08:27 AM
You can add the Edit Date and Edited By fields to your contact list view and sort on these fields. This is available for some of the other list views such as History List and Opportunity List. To do this, click on the Options button on right side of any list view and choose Customize Columns.
However, you might want to try a special lookup (search) for all contact's who have had specific "types" of data modified or not over a designated date range. To do this, click on Lookup > Contact Activity and choose the filters you want.
After you create the lookup, you can then create a report or use one of the List Views.
Allied Financial Software, Inc.