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2. How do I see who's made changes to a field?

Change history ... for a single field1:46

"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:

  1. First, you'll need to open an example of a field that's had some changes.
  2. As an example, select a location on: "Menu", then "Locations"
  3. To see a row's history of changes, hover your mouse over the row where the field is.
  4. Revealing three dots: (on the far left), which when you tap, a menu opens.
  5. Then tap History, and it slides out on the right, listing the change history for the row.
  6. In the history, you'll see a list of changes that's been made in the past.
  7. You'll also see who made the changes.
  8. The listing, by default, shows any changes that've happened to the selected fields over the last 36 months.
  9. To lengthen or shorten a date range, tap:
    " Show settings", then "Dates"
  10. And pick a new date range.
  11. To see details about any single change, tap a row.
  12. You'll now see further details about the change appear on the right.
  13. 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!

Updated: Thu, Oct 19, 2023.

© 2020–2024 1st Money UK Holdings Ltd. All rights reserved.