Contact history
The History tab of a stakeholder's contact card details a list of changes that have been made to the contact.
The audit trail includes details on:
- The time and date of the change
- The change that was made
- The user who made the change
This includes changes made manually by your team and those made automatically through actions taken by a stakeholder, for example, through submission of a form.
The History records information on:
Contact Actions
- Contact card creation
- Matter association:
- Being added as a stakeholder to a matter
- Being removed as a stakeholder from a matter
- The merging of contact cards
Contact Data
- Changes to the stakeholder's Contact Fields, including:
- New data being added
- Existing data being amended
- Data being deleted
For details on changes made to a matter's Custom Fields, please see the Matter History.
Documents
- Files added to the contact card
- Files removed from the contact card
- Stakeholder exports added to the contact card
Xero
- The contact being synced to Xero
- The contact being delinked from Xero
