Contact history

The History tab of a stakeholder’s contact card details a list of changes that have been made to the contact.

The audit trail includes details on:

• The time and date of the change
• The change that was made
• The user who made the change

Tip

This includes changes made manually by your team and those made automatically through actions taken by a stakeholder, for example, through submission of a form.

The History records information on:

Contact Actions

• Contact card creation
• Matter association:
  • Being added as a stakeholder to a matter
  • Being removed as a stakeholder from a matter
• The merging of contact cards

Contact Data

• Changes to the stakeholder’s Contact Fields, including:
  • New data being added
  • Existing data being amended
  • Data being deleted

Note

For details on changes made to a matter’s Custom Fields, please see the Matter History.

Documents

• Files added to the contact card
• Files removed from the contact card
• Stakeholder exports added to the contact card

Xero

• The contact being synced to Xero
• The contact being delinked from Xero