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:


  1. Navigate to the contact/account you want to view the changes made to the fields.

  1. 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.

  2. Once you’ve selected the fields, the CRM will track those fields across all the contacts. Save the selection to continue.

    Note: You can only select up to 50 fields only. If you unselect a field that was tracked previously, field edit history tracking will be paused.


  1. 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.

  1. You can also filter the fields by field name, across time periods, and updated by value.


  2. While filtering using “Updated by” filter , you can filter by All users/sources or specific users/sources (You can select up to 100 items)




  3. You can adjust the column width for better accessibility.

  4. You can also enable field selection by navigating to Admin Settings> Leads, Contacts & Accounts > 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



Modified By

Source

Example

Description

<User>

Updated manually

John Doe

Updated manually

All types of manual operations done by the user in the UI via which the field updates happen 
Example: Quick add form, Inline edits, etc.

<User>

Updated via import

John Doe

Updated via import

Imports performed by the User across Contacts and Accounts modules

<User>

Updated via migration

John Doe

Updated via migration

Field updates happened because of the following Migrations:
Salesforce
Insightly
Zoho
Pipedrive
Salesforce IQ
Hubspot 

<User>

Bulk-updated manually

John Doe

Bulk-updated manually

Bulk actions from List view page of Contacts, Accounts

<User>

Updated via <Marketplace App Name>

John Doe

Updated via Google Contacts


All native apps(Google Contacts, Google Calendar, Outlook Contacts, and Outlook Calendar) integrated with Freshsales

<User>

Updated via API

John Doe

Updated via API

Direct API updates/ Custom apps/other third-party apps 

<User>

Updated via <lifecycle stage settings>

John Doe

Updated via lifecycle stage settings

  1. Whenever a Lifecycle stage is disabled, or its Status is deleted in the Contact Lifecycle Stages section in Admin settings 

  2. Whenever a Lifecycle stage is changed when a deal is added or closed

{{Contact}}

Updated via email

{{Contact}}

Updated via email

When a customer unsubscribes via email

CRM Tracking Code


CRM Tracking Code

For all creation/updation scenarios with Smartforms and fwcrm.identify() function

Automations


(Includes Workflows, auto-assignment rules and automatic enrichment)


Automations*


* This includes workflows, auto-assignment rules and auto-profile enrichment

Field updates from Workflows, Auto-assignment rules, and Auto-profile enrichment

Web form

<Webform name>

Web form


Field changes because of Create and Update actions by Webforms.

Contact scoring automations

Updated by our AI

Contact scoring automations

Updated by our AI

Field updates when PQL/Likely to buy tag is added and when the Lifecycle stage is changed from the Contact Scoring section in Admin settings.

System

Updated a system field (e.g. Last contacted mode


Calculated a formula field/auto-number field


Calculated customer fit/contact score

System

Updated a system field e.g. "Last contacted mode"


System

Calculated a formula field/auto-number field


System

Calculated customer fit/contact score

All field updates by the system(Cannot be updated by users) 

System*

Updated automatically by the CRM

System*

Updated automatically by the CRM


*This contact was automatically created from incoming/outgoing emails

Field changes due to contacts creation from User Inbox/Sales Inbox

System

Updated automatically by the CRM

System

Updated automatically by the CRM

Unknown source

Customer journey

<Customer journey name>

Customer journey

Abandoned cart journey

Field changes because of Create and update actions by Customer Journey

Landing page

<Landing page name>

Landing page

Thanksgiving offer

Field changes because of Create and update actions by Landing Page

Facebook lead gen form

<Facebook lead gen form >

Facebook lead gen form

Blackfriday sale

Field changes because of Create and update actions by Facebook Leadgen Forms

CRM Tracking Code

<Form name>

CRM Tracking Code

Trial signup

Field changes because of Create and update actions via a form integrated using CRM tracking code

<User>

Updated via <Marketplace App Name>

John Doe

Updated via Shopify

Field updates due to Shopify/Woocommerce integrations.

{{Contact}}

Updated via Whatsapp

{{Contact}}

Updated via Whatsapp

When a customer unsubscribes via Whatsapp

{{Contact}}

Updated via SMS

{{Contact}}

Updated via SMS

When a customer unsubscribes via SMS

<User>

Updated manually

John Doe

Updated manually

For all the user property updates from Chat inbox (Including Merge)

Chat


Chat

Field changes because of Create and update actions by Chatbots

Chat


Chat

Native and Custom apps, or any third party apps will also be displayed as "API" updates in addition to direct API's.

Updates made via Widget installation, Prechat form, SDK Initialization