2. How do I see who's made changes to a field?
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"How do I see who's made changes to a field?"
It's sometimes useful to see what changes were made, who changed it, and when it was changed. 1st Money has full change history built-in, for almost every field.
To see history of who's made changes to a field:
- First, you'll need to open an example of a field that's had some changes.
- As an example, select a location on: MenuLocations
- To see a row's history of changes, hover your mouse over the row where the field is.
- Revealing three dots: (on the far left), which when you tap, a menu opens.
- Then tap History, and it slides out on the right, listing the change history for the row.
- In the history, you'll see a list of changes that's been made in the past.
- You'll also see who made the changes.
- The listing, by default, shows any changes that've happened to the selected fields over the last 36 months.
- To lengthen or shorten a date range, tap:
Show settingsDates - And pick a new date range.
- To see details about any single change, tap a row.
- You'll now see further details about the change appear on the right.
- And finally, to see even more details, tap the blue "more" link.
To learn more:
- About seeing all the changes to a person, project, location, or anything else, watch the video on: Seeing all change history
And that's it! That's everything you need to know about seeing change history for any field, even going back years!
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