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To include updates history in "Transactions log" not only date/time and type of action (create or update)

Mohammed Rosasy on 9/18/2023 12:30:12 PM
  1. From Sales & Marketing module >> Sales & Marketing Parameters >> Transaction Log.
  2. Activate the trace for Customers.
  3. Set “Track updated transactions” to “Update all”.
  4. Create new customer.
  5. Make several changes to customer setup page, for example change “Customer group”..etc
  6. Go to Sales and marketing >> Inquiries and reports >> History>> Transaction log.
  7. The Log lists customer creation and separate lines for each update with correct date & time.
  8. If we select one record from the list, and select “General” tab, it shows more details including the correct date/time.
  9. When you select “Details” button, it takes you to the customer setup page.
  10. Customer expectation: To list the exact change that was done to the customer “Changes history” not only Date & time and type of action (just create or update)


Category: Sales and marketing
STATUS DETAILS
Declined
Ideas Administrator

Administrator on 9/22/2023 1:26:56 PM

Thank you very much for taking time to create this input. We however do not have any plans to provide this requested capability. The purpose of the transaction log is not to replace an audit trail or Database log. The purpose of the transaction log in Sales & Marketing is to provide a simple overview of select entities when an action was performed and by who. Not to provide insight into the actual, detailled changes. For that use the Database log.