Audit Trail tracks the changes you or your team have made to any field from Scratchpad
Deal Spotlights - Updates in Last 7 Days
From PIPELINE, go to desired view.
Click on HIGHLIGHT button (along the top of your view)
Select UPDATES LAST 7 DAYS
You may change the color of the highlight by clicking the colored circle and selecting a new color option.
Record History from Pipeline Cells
From PIPELINE, go to desired view.
Single click on desired cell.
Click the blue box with a double arrow that appears to expand the cell.
🚨 You will see any/all updates your plan allows. Any updates beyond your plan allowance, will be shown blurred out.
❓ Why is my Field History blurred out in Scratchpad?
→ If you are on the free plan, you do not get any access to field history so everything will be blurred out. If you are on a paid plan, you will have unlimited history.
Record History in Expanded View
Bring up the Expanded view of desired record in the pipeline or through Scratchpad Command.
On the right hand side, you will see a column of icons - you will select the icon on the bottom (Clock hands with a circular arrow over it)
You will now see who has updated what field and when, along with the update made.
🚨 You will see any/all updates your plan allows. Any updates beyond your plan allowance, will be shown blurred out.
To view changes to a specific field on that record, simply change the ALL FIELDS drop down to desired field.
❓ Why is my Field History blurred out in Scratchpad?
→ If you are on the free plan, you do not get any access to field history so everything will be blurred out. If you are on a paid plan, you will have unlimited history.
Curious to learn more? Book time with a Product Specialist today!