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History

In Engage, you can view all previous actions that have taken place on a certain account under the history section. Search for any account and click on History in the profile menu which shows:

  • Created By
  • Last Modified By
  • Total Changes Made
  • List of All Modifications Made

History Page

Created By​

This section shows the name of the user.

Last Modified By​

This information box indicates the last current change made by another account on a particular account. For example donor B made a change in donor A's account.

Total Changes Made​

This section depicts the total number of changes made by other accounts on a particular account.

List of All Modifications Made​

This section shows a list of all the changes made by different accounts on a certain account including:

  1. Modified By: The name of the user who made the change.
  2. Date: The date when the change was made.
  3. Changes: The total number of changes made.

History List

To view each change in detail, click the + icon on the end of each row. When the icon expands, it shows the Title and Description of each change. For example donor A made a change by updating a certain contact preference category.

History Detail