With Field Edit History in the CRM, you can select certain fields to track and display the field history under the Details Page. This will enable org admins and sales managers to stay on top of all changes associated with Contacts and Accounts in the CRM. The CRM can track and store data of the fields and their changes for up to 6 months.
Field edit history tracking can be applied for all field types with a maximum limit of 50 fields per module.
Follow the below steps:
Navigate to the contact/account you want to view the changes made to the fields.
Under the "Field edit history" tab, select the fields you want to track. Click the “Manage fields to track” button to select the fields you want to track. This is visible only to Admin and Account Admin users. Other users will still be able to view the Field edit history tab, provided they have the necessary permissions.
Once you’ve selected the fields, the CRM will track those fields across all the contacts. Save the selection to continue.
Under the Field Edit History Tab, you will be able to view details like the Field Name, its previous and current value, the date and time on which the change was made, and the source through which the field update happened.
You can also filter the fields by field name, across time periods, and updated by value.
While filtering using “Updated by” filter , you can filter by All users/sources or specific users/sources (You can select up to 100 items)
You can adjust the column width for better accessibility.
You can also enable field selection by navigating to Admin Settings>Contacts. Choose the field for which you want to view the history, Click on Edit Field, and enable the checkbox “Track this field’s edit history.”
List of Field Updates available on the CRM