- You need to track and see what changes have been made to customer accounts.
- You want to know if a customer or staff member made the change.
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You have active accounts that have had some changes made to them.
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You know how to access these accounts in the Customers Tab.
For every user account, we provide a brief record of changes to each item, along with what has changed and when the change happened.
This can be found on the customer record.
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For example, if a staff member changes the phone number for a parent this change is recorded. The name of the staff member, the previous phone number, and the number it was changed to is all shown.
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Changes are tracked for almost every piece of data about a Parent or Child. The purpose of this feature to provide visibility, accountability, and security over the data of the children in your care.
Here are two examples:
1. This shows changes made by the parent.
2. This shows changes made by a staff member.
Summary of recent changes to an account
- At the top of every customer profile view, there is a section that summarises any recent changes made to the information on the account.
- This makes it easy to see what information, such as phone numbers or addresses, has changed and when.
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