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HelpdeskAgentdevTesoro CRM

Change History: Audit Trail per Record

Every change to a record is automatically logged, who, when, which field, old value, new value. No settings, no button, always on.

  • Client asks why the price was changed, you look it up
  • Audit for compliance
  • Conflict between team members about who changed something

Per record a change history tab or section:

  • Properties → tab in detail view
  • Contacts → tab
  • Leads → tab
  • Deals → tab
  • Relations → tab

Plus a consolidated activity timeline, status changes also appear there.

Change What is logged
Field value changed Field name, old value, new value
Status changed Old status → new status
Assignment changed Old agent → new agent
Photo added/removed Which photo
Commission setting changed Old % → new %
Sync Commission on/off Toggle status

Per entry:

  • Who: name of user (or “system” for automatic actions)
  • When: timestamp
  • What: field + values
  • Viewing (read actions)
  • Filtering (no change)
  • Auto field calculations (e.g., price commission)
  • Temporary session data

Change history cannot be erased. Audit trail remains intact, even with record deletion (soft).

With hard delete: all change data is lost.

For your clients: if asked “Has my listing been online?” → check change history → “Status became Active on March 12 at 14:23 by Eva van der Berg”.

Concrete data > vague recollection.

Change history Activity log
What Field changes Actions + interactions (emails, calls, tasks, notes)
Granularity Per field Per action
Purpose Audit + compliance Workflow + timeline
Source Automatic on every save Automatic + manual

Together they give a complete story of each record.