Display who creates and changes contacts

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(@abssteve)
Posts: 25
Member
Topic starter
 

Automatically add a note when a contact is made logging the user who created the contact with a date-time stamp. Do the same each time the contact is updated and if you can list which fields were changed, that would be great. We are training a new person and it's helpful for me from a training perspective to know who creates and changes contacts, to provide guidance on naming conventions and formatting of content for data entry.

 
Posted : 23/08/2025 10:22 pm
(@audrademo)
Posts: 19
Member
 

Next week you will see two new columns on Contact tab; date created and Lead source; hope that helps

 
Posted : 27/08/2025 2:22 pm