Details
-
Type: New Feature
-
Status: Open
-
Priority: Major
-
Resolution: Unresolved
-
Affects Version/s: 3.6.0, 4.0.0-b1
-
Fix Version/s: 5.13.0-b1
-
Component/s: Staff Interface
-
Labels:None
Description
Whenever contact information is changed for a client (primary contact) or any other contact, it is logged to log_contacts. This information is viewable under Tools > Logs > Contacts, where you can click a row to expand and see the details that changed.
This task aims to display this information on a client profile page so that staff can quickly and easily see what details have been changed. Under Account Actions add a new link for "Contact Log". The log should be similar in design to Tools > Logs > Contacts, and the name should link to the client or contact edit page. Show the contact type as well. 3 columns. Name, Type, Date. Display the expand area changes similar to Tools > Logs: Contacts, though only changes for this client and their contacts will be shown.
In the future, we may add a "revert" option to restore contact details to a specific point in time, but that will be another task.
We may want to wait on this if we can do a search/filter by fields like client under Tools > logs.