To review a client contact’s detailed viewing and screening history, see Review Contact Analyticss.
For a change log of specific modifications, follow the steps below:

 

To review changes made to a contact by other users, see the Timeline tab:

  1. In the navigation sidebar, go to Contacts > All Contacts
  2. Scroll, search, or filter to find the relevant contact
  3. Select the contact to open a preview*
  4. In the preview panel on the right, click View Details
  5. Go to the Timeline tab
  6. Select an event for further details

To review actions taken by a contact, see the Activity tab:

  1. In the navigation sidebar, go to Contacts > All Contacts
  2. Scroll, search, or filter to find the relevant contact
  3. Select the contact to open a preview*
  4. In the preview panel on the right, click View Details
  5. Go to the Activity tab
  6. Select an event for further details

 

 

*Shortcut: Click directly on contact or basket names to access their full details.