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Contact audit overview

Details on how to access and use the contact audit

Updated over a week ago

Edition: Professional, Business, Enterprise

User-level: Director, System Administrator

Previous steps: How to add a contact

The Contact Audit tab serves as an essential tool for maintaining the integrity and accuracy of your contact records. It provides an overview of changes made to a contact's information.

Within this tab, users can easily view a list of all changes, including the date and time of the change, the username of who made the change, and the before-and-after values of the amended data.

This feature is invaluable for monitoring updates, rectifying errors, and ensuring that any modifications made to the contact details are intentional and accurate. By offering a clear and chronological audit trail, the 'Contact Audit' tab becomes a crucial component in managing and safeguarding your contact data effectively.

Accessing the audit

To access the audit for a contact:

  1. Go to the contact list and open the contact you want to view.

  2. Click the contact menu and go to Audit


To manage a large number of items, utilise the search or filter functions to narrow down the displayed rows in the list.

To open the search, click the search icon at the top right of the audit

From there, you can enter your search terms into the search bar, and click 'Search'. This can make it easier to find audit records.

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