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Viewing the History for Values in Effective Dating Fields

When you click the effective date button for a field in a record, you can view the history of values for that field. Using the procedure in this topic, you can view the history of values for all effective dating fields in the record. This procedure applies to the fields for the preconfigured business components for income, expenses, financial assets, contacts, and households.

To view the history for values in effective dating fields

1. To view the history of fields for income, expenses, and financial assets, complete the following steps:
   1. Navigate to the Contacts screen, then the Contacts List view.
   2. Drill down on the Last Name field of the contact record that contains the effective dating fields that you want to view.
   3. Navigate to one of the following views:
      • Income
      • Expense
      • Financial Assets
   4. Select a record in the view, and scroll down to the history list in the view.
2. To view the history of contact fields, complete the following steps:
   1. Navigate to the Contacts screen, then the Contacts List view or to the Contacts view of another screen.
   2. Drill down on the Last Name field of the contact record that contains the effective dating fields that you want to view.
   3. Navigate to the Contact History view.
3. To view the history of household fields, complete the following steps:
   1. Navigate to the Households screen, then the List view or to the Households view of another screen.
   2. Drill down on the Name field of the household record that contains the effective dating fields that you want to view.
   3. Navigate to the Household History view.