View Contact Modifications


 
1. Search for your Contact  to open their Contact Card
 

2. On the left panel click Contact Modifications

(If the matching left panel is not visible, click Full View in the top right-hand corner of the contact card)

 

You will see a list of changes to the contact.

 

 

3. You can filter the changes using the drop-down menu.

Filter options - 

Contact requirement

Contact Class

Contact Email

Contact Mobile

Staff Level

Assigned Staff

Added via API

 

 

4. You can also print the Modifications history by pressing the Printer Icon on the Contact Modifications panel. 

 

 

5. A Print preview screen will appear with the communications history in a printable version. 

 

 

6. Press Print. 

Note - Depending on your computer settings, you may also be able to save the document as a PDF by changing the print destination setting. 

 

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