Constituent Record Editing History

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Kathy Geffen
Kathy Geffen
Fourth Anniversary First Comment
in Blackbaud Raiser's Edge NXT®: General Discussion

I am trying to identify what options are available to an end user when a constituent record is changed? I am specifically looking for ways a Development Officer or Gift Officer would know that a field in the following sections of a constituent record would change:

  1. Constituent Summary information
  2. Constituent Contact information
  3. Any constituent attributes (such as changed to deceased, or inactive)

We have users in both Web View and Database view, so I am wondering where I can find answers to showing these changes through the front end of both systems? Does this exist?

Thank you!

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Comments

  • Dariel Dixon 2
    Dariel Dixon 2 Community All-Star
    1,500 Likes Seventh Anniversary 1000 Comments Photogenic

    I am not aware of any tools that allow for any tracking of updates to a record. On the admin side, I believe there are tools that can track changes such as Zeidman Development's Audit Trail, but those are not end user products.

  • Kathy Geffen
    Kathy Geffen
    Fourth Anniversary First Comment
    I received this answer in a different Raiser's Edge forum:


    Zeidman's Audit Trail, for cloud or other implementations. It appears to have an admin module AND a tile added to the constituent record in RE NXT. This looks useful. I'd appreciate any feedback on the tool if anyone has used it.

    https://www.zeidman.info/project/at-cloud/


  • Christine Robertson
    Christine Robertson
    Tenth Anniversary 100 Comments 100 Likes Name Dropper

    With Zeidman's Audit Trail Cloud, you can changes either via a tile in the webview or in the Audit Trail Cloud viewer. I'm not sure what you mean by the end user, but access to the tile can be given to users as needed.

  • Christine Robertson
    Christine Robertson
    Tenth Anniversary 100 Comments 100 Likes Name Dropper

    If you'd like to see Audit Trail Cloud live in a demo, you can see all of our upcoming webinars here:

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