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Kindful | Contact Record History (audit trail)

Updated over 2 weeks ago

Overview

Use the Contact History to find out why, when, and how a contact was created or updated in Kindful. The feature logs changes that are made to fields on Contact records and will be reported here.

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What Does It Do?

This tool gives you the power to be able to answer the following questions:

  • Who updated this field value on this record and when?

  • What was the previous field value before it was updated?

Contact History tracks updates to fields on contact records in the following areas: Personal Information, Custom Fields, and Communication Preferences.

Updates made by the following “change-agents” will display in the Contact History feed:

  • Organization Admin Users

  • Kindful Employees

  • Donor Users

  • Custom API Applications

  • QuickBooks

  • Eventbrite

  • Emma

  • Mailchimp

  • Shopify

  • Stripe

  • Self-Import Tool


How To View

Head to a contact profile, and simply click on the History tab along the top of the profile view.

You can Expand any option to get more specific details.

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