Audits
In Plannr you can identify what changes have been made to a client's record, and by whom, by looking at your Audits.
Under the client you'd like to view, select the work tab and then audits.
This page demonstrates any changes that have happened in the client's profile.
The left hand column will show who made the change, the red column shows the old value, the green shows the updated value. For example Abi added an email address where there wasn't one, and Brad changed his middle name.
Under the client you'd like to view, select the work tab and then audits.
This page demonstrates any changes that have happened in the client's profile.
The left hand column will show who made the change, the red column shows the old value, the green shows the updated value. For example Abi added an email address where there wasn't one, and Brad changed his middle name.
Updated on: 03/04/2025
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