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Audit Options

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.

 

Advanced Options

Advanced Options

First, make sure your Advanced Options are set to On.

 

 

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.

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