Demo video: Partner Changes Tracking
Key Features
In managing customer/supplier information on the system, by default, we cannot know when this contact is changed information, what information is changed, and by whom.
This module is developed to track the change of important information on a Contact in that contact's Chatter area.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_partner_track_change.
- Press Install.
Instruction
To access the company's list of customers and suppliers, you go to the Contacts module, find or create a new contact. When the information of this contact is changed, the system will record the history of who made the change, when and what changed in the chatter area.
The information recorded in the change history in the Chatter area includes:
- Contact type: Company or Individual;
- Contact name;
- Address: Specific address, city, state/province, country;
- Tax code;
- Phone number, mobile number;
- Website;
- Language;
- Zip code;
- etc.
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