One of the many great features in the ISN is the logging of client profile updates by users in your ISN. This will allow you to determine who and when made changes and/or additions to the client profile.

To view the history of a client profile, navigate to Clients/Agents -- Clients -- Clients, and navigate to the client on the client grid. Once the client is located on the client grid, click on the pencil icon to view their profile. Once their profile appears, click on the Client History button located at the top of the page:

Clicking on the Client History button will bring you to the following page, which will indicate the date, time, and user of the profile updates, and exactly what was updated within the client profile.

For your convenience, there is an Edit Client button located on the Client History page, if any changes need to be made.

Did this answer your question?