View a list of changes made to a constituent's record and which user made the changes
We currently only have the option to see Last Changed By and Last Changed Date in a record. A report or more detail in Properties to show what was changed specifically would be useful.
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Guest
- May 6 2013
- Already exists
Related ideas
Not sure why this is labeled as "Already exists." It does not exist in RE. There is a third-party product that does it (which is available for purchase), but the idea bank here is for BLACKBAUD suggestions. The fact that RE does not have any kind of audit log feature is mind-blowing and a tragedy. Our auditors regularly ask for that kind of info, and we have to just tell them there's no way to pull that from the system. Never mind the auditors... it would be helpful from a DBA and/or management perspective to be able to identify staff who need additional training, processes that need refinement, etc.
This is available information in EE - they have a separate tab. It should also be available in RE.
Hi BB - this suggestion is labeled already exists. I'm not sure that having to purchase an outside product to get RE to do something really counts as already exists.
This is not just about querying - this information is not kept so there is NO way to query on it. What you are really asking is for RE to store in the background somewhere all of these changes which is doable but a bigger task than you really think. Also did you know there are third party plug ins (I know of one by Zeidman Development) available that can do this "in some ways" for you.
Check out this very similar suggestion here with my comment. http://rediscovery.uservoice.com/forums/137015-raiser-s-edge-discovery-topics/suggestions/3264989-query-on-changes-made-my-users
We would like to be able to view Change History. We can never tell who/when/how something was changed. i.e. from Solicit codes to changing an address.
In order to view it, RE needs to start storing it! Again - see this previous related suggestion http://rediscovery.uservoice.com/forums/137015-raiser-s-edge-discovery-topics/suggestions/3264989-query-on-changes-made-my-users
Is the Zeidman Audit Trail available to those of us on hosted?
The reiterate Kit's question, is this available for a hosted client? If not, is there a timeline for the hosted availability?
You would need to contact Zeidman development to get an answer to this question about hosting.
Zeidman Development's Audit Trail is not currently available for hosted clients.