Query/Report on Specific Constituent Record Changes

In another CRM I used, that is much older than RE, we used to be able to tell who made specific changes to a constituent record and when. Some of these changes included deceased date, groups, address changes, contact information, and so on. Currently, we can see who adds a constituent record to RE, when they were added, when the last change was made, and who made this change. It would be super helpful to be able to see who and when someone added or changed specific information on a constituent record, such as deceased date, constituent codes, inactive statues, etc. This helps keep a more accurate track record of data handling.

  • Brandon Nieves
  • Oct 6 2023
  • Attach files