Auditing and Tracking Changes to Records

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

Advanced Options

1. Click the Personal tab

2. Turn your Advanced Options settings to On

Audit Options

Enter the email you would like to be contacted at when a member's record changes.

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.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request