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.
🚨 Deal spotlighting and change highlighting are available on paid licenses. Learn more here!
Book a Complimentary 1:1 with a member of our User Delight team today!
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