Change History: Audit Trail per Record
Every change to a record is automatically logged, who, when, which field, old value, new value. No settings, no button, always on.
When is this relevant?
Section titled “When is this relevant?”- Client asks why the price was changed, you look it up
- Audit for compliance
- Conflict between team members about who changed something
Where to find it
Section titled “Where to find it”Per record a change history tab or section:
- Properties → tab in detail view
- Contacts → tab
- Leads → tab
- Deals → tab
- Relations → tab
Plus a consolidated activity timeline, status changes also appear there.
What is logged
Section titled “What is logged”| Change | What is logged |
|---|---|
| Field value changed | Field name, old value, new value |
| Status changed | Old status → new status |
| Assignment changed | Old agent → new agent |
| Photo added/removed | Which photo |
| Commission setting changed | Old % → new % |
| Sync Commission on/off | Toggle status |
Per entry:
- Who: name of user (or “system” for automatic actions)
- When: timestamp
- What: field + values
Not logged
Section titled “Not logged”- Viewing (read actions)
- Filtering (no change)
- Auto field calculations (e.g., price commission)
- Temporary session data
Permanent
Section titled “Permanent”Change history cannot be erased. Audit trail remains intact, even with record deletion (soft).
With hard delete: all change data is lost.
Usage in client communication
Section titled “Usage in client communication”For your clients: if asked “Has my listing been online?” → check change history → “Status became Active on March 12 at 14:23 by Eva van der Berg”.
Concrete data > vague recollection.
Comparison with activity log
Section titled “Comparison with activity log”| Change history | Activity log | |
|---|---|---|
| What | Field changes | Actions + interactions (emails, calls, tasks, notes) |
| Granularity | Per field | Per action |
| Purpose | Audit + compliance | Workflow + timeline |
| Source | Automatic on every save | Automatic + manual |
Together they give a complete story of each record.
Next step
Section titled “Next step” Custom Fields Custom fields that also work with change history.