Follow

Sales Center - Audit Log and Last Modified Date on Registrant Profile

Sales Center - Audit Log and Last Modified Date on Registrant Profile

In this article:

About Audit Log

The Audits panel of the registrant profile displays the most recent changes made by users. Click Go to detailed list to view the full Audit Log.

auditlog1.jpg

In the Audit Log, click the magnifying glass beside an item to view the Audit Log Details, which include the Date the change was made and which sales rep the item was Changed By. Hover over the text under Details to see the full description of the change.

auditlog2.jpg

Audit Log Details include the Date the change was made, the Sales Rep that made the change, the Action that was taken, and the Details of the change.

 auditlog3.jpg

Registrant Profile Updates Included in Audit Log

Updates to the registrant profile that will be displayed in the Audit Log include the following:     

  • Addition/deletion of email address
  • Addition/update/completion of activity
  • Addition/update/completion of appointment
  • Addition/update/deletion of note
  • Addition/update/deletion of relationship
  • Assignment of sales rep as primary
  • Assignment/unassignment of sales rep
  • Association to another project
  • Duplicate merge
  • Failure to delete registrant
  • Unassignment of lawyer
  • Unassignment of outside realtor
  • Update of answers to custom field
  • Update of follow-process
  • Update of rating
  • Update of secondary source
  • Update of source

Registrant Profile Updates Not Included in Audit Log

Updates to the registrant profile that will not  be displayed in the Audit Log include the following:     

  • Addition of activity via automated sales process
  • Addition/update of history
  • Addition/update/cancellation of reservation
  • Addition/update/deletion of address
  • Addition/update/deletion of phone number
  • Assignment/unassignment of inventory
  • Assignment/update of lawyer
  • Assignment/update of outside realtor
  • Sending of email
  • Sending of mass mail
  • Update of answer to question
  • Update of email address
  • Update of exclude from traffic
  • Update of first or last name
  • Update of registration date
  • Update to birthday
  • Update to company
  • Update to contact preference
  • Update to gender
  • Update to job title
  • Update to nickname
  • Update to SSN/SIN
  • Upload/removal of document

About Last Modified Date

The Last Modified date in the basic details section of the registrant profile indicates the most recent date that an update was made by a sales rep.

 lastmodified.jpg

Registrant Profile Updates That Change Last Modified Date

Updates to the registrant profile that will change the Last Modified date include the following:  

  • Assignment/unassignment of inventory
  • Update of exclude from traffic
  • Update of follow-up process
  • Update of rating
  • Update of registration date
  • Update of secondary source
  • Update of source     

Registrant Profile Updates That Do Not Change Last Modified Date

Updates to the registrant profile that will not  change the Last Modified date include the following:    

  • Addition/update of history
  • Addition/update/cancellation of reservation
  • Addition/update/completion appointment
  • Addition/update/completion of activity
  • Addition/update/deletion of note
  • Addition/update/deletion of relationship
  • Assignment/unassignment of sales rep
  • Assignment/update/unassignment of lawyer
  • Assignment/update/unassignment of outside realtor
  • Association to another project
  • Sending of email
  • Sending of mass mail
  • Update of answers to custom field
  • Update of answer to question
  • Update of email, phone, or address
  • Update of first or last name
  • Update to birthday
  • Update to company
  • Update to contact preference
  • Update to gender
  • Update to job title
  • Update to nickname
  • Update to SSN/SIN
  • Upload/removal of document