View Account Modification History

Overview

This procedure allows you to determine what changes have been made against a Person, Location, or Organization. This may be helpful if you need to roll back a change or determine how to duplicate the changes against another entity.

Before You Begin

Log into PRM Admin as an internal or licensed user.

How to View Account Modification History

1. Use the Search bar to access the Person, Location, or Organization.
2. In the menu bar of the lower panel, click More... 
3. Select Modification History from the menu choices.
4. The Modification History of that specific Entity will display.  

The Modification History will show the following clickable columns.

Date: Date of change.
User: Person who made the change. If a record has Not Known under the User column, it indicates that the task was performed via the Logged-out homepage of the Portal. This is most common for Portal registrations and password resets where the person is not authenticated when making the request.
Action: The kind of change that was made.
Field: The specific field that was edited.
Old Value: What the value was before the change (where applicable.)
New Value: What the value was set to by this change.