Constituent History

From the constituent record, you can view an audit of the changes made to the record. From a constituent, select the History tab.

Under History, you can view the changes and revisions made to the constituent record. For each change, you can view the date and time of the change, the action performed, the field affected, the field values before and after the action, and the user or process that performed the change. In the Application column, you can also view the application from which the change was made. For changes made through regular use of the program, “Blackbaud App Server” appears. To make sure the grid displays the latest information, select Refresh List on the action bar.

To help find a specific change, you can filter the history information that appears. On the action bar, select the criteria of the information to view, and select Apply. You can select to view historical information by a specific user and of a specific action. In the Show field, you can select to view changes made during a specific time frame, such as Last 30 days, Last 6 months, or Last year. If you select “Specific date range”, enter the time period in the Start date and End date fields. To remove the selected filters and display all history information, select Reset on the action bar.

You can also go to the Origin tab to see information about where this constituent record came from—whether it was through a direct marketing acquisition list or from a volunteer fair, for example.