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Track Changes to Fields

Nothing can be more frustrating than trying to figure out who incorrectly changed the information in a field and trying to remember what the previous value was!  

A name was changed, a company misspelled, addresses changed incorrectly can all put a damper on your day. 

Fortunately, we have a quick and easy solution to such a conundrum! 

Turn on “Log Changes to History” for a field.  This setting is universal (affects all users and all contacts) so you’ll need master rights to do this.

On the field you want to turn logging on for Right-Click and select Properties on the field label. 

Right Click Properties from GoldMine Contact Screen 

Then select the Security tab and check Log changes in history. 

Field Properties Security Tab 

Now, whenever changes are made to the field the user making the change, the date, the old value, and the new value will be logged on the history tab. 

GoldMine Premium Edition History Tab

Double-Click on the entry to Zoom in on the details… 

History Zoom

PS This can be turned on for any Top Half (Except Email & Website) or Custom Field (Fields Tab).

PPS Screen shots are all from GoldMine Premium Edition but the functionality has been in GoldMine for years.

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This page contains a single entry from the blog posted on August 8, 2007 11:34 PM.

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