Managing records
View profile history and audit log
To view a user’s change history:
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From the Total School page, go to the Total School Fundraising Summary section.
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Select View Linked Records.
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Open the context menu (
) for a record and choose Show History.
On the History of Changes page, each row represents a specific change. The following details are shown:
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Date: When the change occurred.
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Area: The category of the change (e.g., Phone).
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Field: The specific field that was updated (e.g., Number).
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Before: The previous value.
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After: The updated value.
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Source of Change: The platform where the change originated.
Stop syncing for a user
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From the Total School page, go to the Total School Fundraising Summary section.
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Select View Linked Records.
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Open the context menu (⋮) for a record and choose Break link.
Once a link is broken, the user is returned to one of the lists under Needs attention on the Total School page.