Select the History tab of a record to view a list of the changes made to a record. This feature is available on applicant, student, faculty/staff, individual, and organization records. The history grid includes the date of each change, the name of the user responsible for the change, the previous value in the changed field

The fields where changes are tracked on the History tab are:

  • Change of name
  • Change of ID
  • Change of Billing status
  • Change of Credit limit amount (amount only, the marking/unmarking of the credit limit checkbox is not captured)
  • Change of Discount %
  • Current Grade
  • Nickname
  • Current School (Admissions and Registrar's Office only)
  • Address Changes:
    • Change of Primary Address
    • Change of address type, address lines, city, state, zip, country