Audit Information Paige Freeman May 01, 2025 13:39 Updated You can view audit information for various pages within the web client. To view audit information, set the Audit Info toggle to YES within the user menu, and audit info icons will display on the page. Select the audit info icon to view the audit info for the corresponding page or record. If the audit info on the page requires a refresh before displaying data, the following message will display upon selecting the audit info icon: You must perform one of the actions listed to refresh the data on the page before viewing the audit info. The actions available to you will vary depending on the page. Options include selecting the Filter or Clear button, switching between grid tabs, switching between customer profile or product setup tabs, or refreshing the browser window. Once the data has been refreshed, the audit info data displays, as shown below. The Change History window displays the API Collection and the unique ID tied to the record. This unique ID depends on the type of record. For example, this can be Address ID, Receipt ID, Customer ID, etc. Audit Info is currently available on the following pages: Accounting Manage Receipts Batch Info Awards Manage Award Programs Manage Awards Summary Award Conditions Nomination Questions Recognition Award Winners Web Setup Attachments Notes Review Stages Related Files Related Links Manage Nominations Summary Conditions Nominations Nomination Reviewers Recognition Manage Reviewers Committees &Subgroups All Committees Committee/Subgroup Summary Committee/Subgroup Information Segmentation Structures Nominations Orders and Donations Subgroup Officers and Members Subgroup Primary Search Group Subgroup Unapplied Receipts Subgroup Refunds Customers Financial Transactions Customer Summary Receipts tab - grid at the bottom Financials Receipts Unapplied Receipts Refunds Manage Saved CCs Managed Saved EFTs Donor Info Donor Overview Hard/Soft Credits Recognition History Solicitors Yearly Goals Non-Financial Transactions Profile Info Contact Information Notification Messages grid Constituent Alert Attached Files Miscellaneous Comments Involvement Memberships Committees Speaking Engagements Awards Abstracts & Submissions Product Links Contact Tracking Preferences - Privacy Consent and Requests Education Certifications Transcripts Education Manage Certifications Certification Detail Requirements Options Prerequisites Manage Certification Registrations Registration Summary Certification Requirements Tracking Manage Approved Transcripts Transcript Detail CE Credits Participants Required Exams Manage Ad-Hoc Transcripts Transcript Detail CE Credits Participants Education Settings - Exam Codes Education Settings - Course Codes Exhibits All pages Fundraising Manage Gift Codes Donor Search Manage Appeals Manage Campaigns Manage Expenses Manage Funds Linked Product/Gift Codes Manage Matching Gifts Manage Planned Giving Plans Manage Proposals Manage Solicitors Prospects Yearly Goals Fundraising Settings Marketing Manage Market Codes Manage Marketing List Manage Prospects Demographic Info Postal and Voting Info Prospect Activity Prospect List Mapping Upload History Manage Standard Letters Manage Mapping Function Manage Marketing Email Manage List Communication Communication History Orders Order Summary Manage Discounts Manage Coupons Manage Purchasing Groups Onsite Sales Order Settings Rate Structures Shipping Charges Free Shipping Rules Promotional text Manage Sales Tax Manage VAT Tax Reporting Real-Time Reports Batch Jobs Submitted Batch Jobs Scheduled Jobs Report and Job Maintenance Job Parameters Job Output Files Settings Questionnaire Setup Application Settings Application Dropdowns Dropdown Setup Customer Relationship Setup Localization Address and Phone Structures Personal Address Structure Postal Zone Definition Country and State Code Setup States or Provinces Languages Language Setup Translation database contextual menu Application Application Parameters eBusiness Navigation Parameters LDAP Integration Subsystem Pay Priority Setup Advanced - Payment Processing - Payment Handlers Configure Vantiv Configure NCR (JetPay) Setup PayPal Express Checkout Merchants and Other Payment Setup Setup Merchants Specify Address Validation Specify Domestic and International Address Validators Specify Address Validators by Country Spectrum Address Validation Configure Universal Address Spectrum Advanced Duplicate Matching Configure Duplicate Matching Address Change Service Configure Address Change Service Third Party Integrations - Business Objects Enterprise Setup Global Parameters Other Third Party Interfaces Passkey Interface Parameters NCOA Interface Parameters Organization Settings Manage Organizations GL Segment Structure View Organization Units Manage Organization Units Financial Companies Organization Unit Settings Accounting Setup Financial Companies GL Accounts Intercompany Accounts Revenue Account Pairs EFT Bank Information System Accounts Receivable & Prepaid Liability Account Pairs Receipt Types and Cash Accounts Default Product Accounts Shipping Setup Shipping GL Accounts Domestic Country Setup Security Settings Security Groups Application Security User Security Access Points