The ability to have records updated through interactions with your form is a huge boon. It helps ensure that your Databank has the most up to date and accurate information available. However, for major donors, you probably want to know when their records change.
Luckily, you can.
Go to your form
1. From the Setup menu select Form Builder
2. Click the Edit icon of the form you wish to Audit
Now, an email will be sent that informs you of any changes made to a member's record. Further, when this option is enabled, all changes to the personal information is recorded in a Contact Record as well.
Please sign in to leave a comment.