Constituent Record Editing History

Kathy Geffen

I am trying to identify what options are available to an end user when a constituent record is changed? I am specifically looking for ways a Development Officer or Gift Officer would know that a field in the following sections of a constituent record would change:

1. Constituent Summary information
2. Constituent Contact information
3. Any constituent attributes (such as changed to deceased, or inactive)

We have users in both Web View and Database view, so I am wondering where I can find answers to showing these changes through the front end of both systems? Does this exist?

Thank you!

Dariel Dixon

I am not aware of any tools that allow for any tracking of updates to a record. On the admin side, I believe there are tools that can track changes such as Zeidman Development's Audit Trail, but those are not end user products.

Kathy Geffen

I received this answer in a different Raiser's Edge forum:


Zeidman's Audit Trail, for cloud or other implementations. It appears to have an admin module AND a tile added to the constituent record in RE NXT. This looks useful. I'd appreciate any feedback on the tool if anyone has used it.

https://www.zeidman.info/project/at-cloud/

Christine Robertson

With Zeidman's Audit Trail Cloud, you can changes either via a tile in the webview or in the Audit Trail Cloud viewer. I'm not sure what you mean by the end user, but access to the tile can be given to users as needed.

Christine Robertson

If you'd like to see Audit Trail Cloud live in a demo, you can see all of our upcoming webinars here: