Review the modification history of a record

1. (If it is not open already) Open the record you want to add history to.

   • Open an existing account record.
   • Open an existing contact on an account record.
   • Open an existing invoice.
   • Open an existing payment or credit adjustment record.
   • Open an existing refund record.

2. Click the Other tab.

   Note: This tab is nearly identical on the Account, Contact Detail, Invoice, Payments & Credits, and Refunds dialog boxes.

   

3. Click Record Modification History.

   The Record Modification History dialog box appears.

   Note: Regardless of whether it is accessed from the Account, Contact Detail, Invoice, Payments & Credits, or Refunds dialog boxes, the Record Modification History dialog box contains the change information for that type of record.

   

   Note: If the Record Modification History dialog box does not appear, audit tracking may not be enabled in FH. To enable audit tracking, choose Administration → Administrative Options. In the Administrative Options dialog box that appears, click the Database tab, click the Auditing tab, select Enable detailed audit tracking, and then click OK.

4. Review the information in the dialog box, and then click Close.
5. In the Account dialog box, click Close.