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In an effort to provide more visibility into the CRM data update history, we have added additional details within the Data Update Verification section of the Contacts Module, called Data Update History Management. To access this section of the Contacts Module, follow the path outlined below.
Contacts – Data Update Verification – Data Update History Management
From the Data Verification section of the Contacts Module you can review the Data Update tab as well as the Data Update History Management tab. These two tabs are available under both Contacts & Companies.
Data Update Tab: If Data Update Verification is enabled, this tab displays all pending data update requests.
Data Update History Management Tab: If Data Update Verification is enabled, this tab details all date updates historical records approved by admin users. If Data Update Verification is disabled, whenever there are any CRM field updates, the relevant records will be listed here automatically.
Contacts and Companies: related data updates will be displayed under Contacts and Companies tabs respectively.
There is a Delete button available once record(s) are selected and Bulk Deleting is supported as well. There is an option to Bulk Delete under the Actions Menu.
There are Implement Filters that allow you to filter your data by the following categories:
Last Updated: Filter by the latest update data
Source: Filter by the origin of the data
Field: Filter by specific fields that have been updated
Approved by: Filter by team member who approved the data updates
All Columns within this section are configurable and exportable. You can configure your displayed columns by selecting the gear shift Icon. From here a pop up window will appear that allows you to select the fields you would like displayed.
Within the Contact/Company Profile, there is a tab detailing the Date Update History. This shows all historical data updates for that particular Contact/Company as highlighted in the image below.
