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How can I see a log of updates to a customer account, with who, what, and when?

Written by Noel

Overview

Weighsoft keeps a log of all changes made to an account. These can be viewed at any time within the application.

ion order to see the changes simply navigate to the account in question and click on the "Field Level Updates" button on the right-hand side.

You will see a list of entries, each of which can be expanded by clicking the "View Changes" link. Each entry will show who mad the change as well and when they made it and the original and amended vales.

In the below example you can see that the account balance has been updated by syncs with Access Financials, and then the "isys" user made several changes all at once.

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