Profile Log - Include All Changes?
Was curious if all fields in the profile area can be tracked for changes? Noticed today that linking two profiles together or unlinking has no audit log tracking. Appears the website field of a profile also is not tracked for changes. Hoping all the fields can be tracked for changes so we can know who/what/when data was changed!
Brady Leasure
shared this idea
Released 3/8/2024:
Profiles: Adding logging on Profiles for Profile types, Philanthropic Interest Area, Link Profile (Org Roles/Profile Links), Link Fund (linking a Profile to a Fund via Profile Fund Category, Accounts Advised.
-
Brady Leasure
commented
Fund beneficiary is another field I think would be super useful regarding incorporating into the audit log - if a fund elected to change their fund beneficiary it would keep a record of that change to display.
-
Julie
commented
The linking and unlinking of a fund definitely needs to be captured in the logs. Please make sure profile changes are captured. The log was one of the points we were sold on when we purchased C Suite. It should be more comprehensive.
-
Michelle Schneider
commented
Agreed. Linking and unlinking a fund is also not logged on the profile nor fund record.