Audit trail for Relationship changes; List or Report

I would love to have a way to audit changes to user records beyond just address/contact information. If someone is granted Parental Access, for example, we would need to make sure that they were added to the proper mailing lists, and if Parental Access was removed, we would need to know that, too! It would be nice if communication about these matters was always on point, but that just isn't always true, and sometimes we need to audit our database and make sure that the relationships are correct.

  • Cynthia Addison
  • Feb 5 2018
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  • Angela Addison commented
    July 07, 2021 14:22

    Hello - in handle profile changes you can filter for changes me to area = relationships. Does that solve your problem? This idea is fairly aged so it may just have been before we had that capability.