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Client History

Each time a change is made to a client record the system writes a history file that tracks that change. The History link allows the user to view a list of all changes made to a client record. Open a client record and click the History link on the Left Navigation menu. Each record will show the following details:

log-in ID of the person making the change
the type of change that was made
the type of record that was updated
a date and time stamp.

history record showing log-in ID of person making the change

History Screen with Login ID Highlighted