What is History Tracking?
Have you ever looked through your network and wondered, “Hmmm..when did this email address get updated? Did I do that?” Well, no need to guess any further! Introducing History Tracking! 🎉
As more and more information is being collected and stored within your Flocknote network, we wanted to make sure you have a transparent and accurate way to track all this data over time! History Tracking captures how data changes over time, when records are updated, when records are removed, etc., and by who! This tracking is available in three different areas:
- Member contact info
- Extended profile fields*
- Sacramental info**
*Looking to track more information on your members outside of email and cell phone, plus view the history of updates? This is available with Flocknote Complete
** The ability to track sacraments is available for Catholic networks with Flocknote Complete.
As a Super Admin, you can view all three of these areas of history for any member of the network. As a Group Admin, you can only view a member’s contact and profile field history, but only if they are in a group for which you are an admin. Regular members will be able to see their own history as well.
To view the history of contact info:
- Start by opening the member's profile.
- Click the ellipsis (...) in the top right corner.
- Select Contact History
A box will pop up showing you the changes in contact info, who changed it, and the date it was changed. The most recent change will be at the top of the list.
To view the history of extended profile fields:
Please note that extended profile fields are available for networks with Flocknote Complete.
- Start by opening the member's profile.
- Click the Info tab.
- From here, simply hover over the extended profile field you’d like to see the history of till an ellipsis (...) appears. Click on the ellipses icon.
- Select History
A box will pop up showing the changes made to the specific profile field, who made them, and the date they were made. The most recent change will be at the top of the list.
To view the history of Sacramental Info:
Please note, that sacramental information is available for Catholic networks with Flocknote Complete.
- Start by opening the member's profile.
- Click the Sacraments tab.
- From here, hover over the Sacrament you’d like to see the history of.
- Click the caret (v) icon next to the Sacrament.
- Select the gray History icon.
A box will pop up showing the changes made to the specific Sacrament, who made them, and the date they were made. The most recent change will be at the top of the list.
Additional questions? Reach out to us at help@flocknote.com