Activity Record History

Activity Record History

How do I view an audit log of an Activity Record?

All Users
Activity Record history serves as an audit log and allows users to view activity of an activity record. 

About Activity Record History

All new updates to an activity record will be saved to Activity Record History and can be accessed via the Activity Records History button () within the record. 

Billable Group Activity Record



Billable Individual Activity Record



Selecting the Activity Record History button will open a new frame displaying saved changes of the activity record. 



NOTE: The initial creation details are not saved in Activity Record History but on the activity record grid and other aspects of the record. 







Okay, How Does It Actually Work?

The simplest way of thinking about it is that the Activity Record History button shows you what was, not what is. 
Observe in the Gif below that when entering a comment called "Version 1" nothing appears in the AR history. This is because version 1 is the current, saved version of the activity record. Because it is the first version of the comment saved, it only lives on the actual record and doesn't appear in history yet. 
After we change the comment from  "Version 1" to "Version 2", it moves "Version 1" into the history section and "Version 2" is shown on the record.  
Changing the comment from "Version 2" to "Version 3" moves "Version 2" to the archive and then "Version 3" is displayed on the record. 



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