Details
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Type:
New Feature
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Status: Open
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Priority:
Major
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Resolution: Unresolved
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Affects Version/s: 3.6.0, 4.0.0-b1
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Fix Version/s: 5.13.0-b1
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Component/s: Staff Interface
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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.
Activity
Paul Phillips
created issue -
Paul Phillips
made changes -
| Field | Original Value | New Value |
|---|---|---|
| Fix Version/s | Long Term [ 10801 ] | |
| Fix Version/s | Short Term [ 10800 ] |
Tyson Phillips (Inactive)
made changes -
| Rank | Ranked lower |
Tyson Phillips (Inactive)
made changes -
| Story Points | 5 |
Paul Phillips
made changes -
| Fix Version/s | Short Term [ 10800 ] | |
| Fix Version/s | Long Term [ 10801 ] |
I think we should do this regardless of filter ability.
Paul Phillips
added a comment - I think we should do this regardless of filter ability. Paul Phillips
made changes -
| 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. When modifying client or contact information, add a tab called "Update Log". Given there is no tabs currently, the primary and default tab should be called "General". The Update Log should contain a log, similar in design to Tools > Logs > Contacts, for the current contact only, and the rows should be expanded by default so the changes can easily be seen. Use pagination as well. 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. |
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. |
Paul Phillips
made changes -
| Fix Version/s | 5.13.0-b1 [ 12203 ] | |
| Fix Version/s | Short Term [ 10800 ] |
We may want to wait on this if we can do a search/filter by fields like client under Tools > logs.