Keeping your records up to date is crucial for effective communication and data management. Spectora's Agent Record Change Log feature makes it easy to track any changes made to agent records within your system. Here’s a comprehensive guide on how to utilize this feature to ensure transparency and accuracy in your agent records.
What is the Agent Record Change Log?
The Agent Record Change Log is a tool within Spectora that allows you to see a history of all changes made to agent records in the last 60 days. This feature provides a detailed log of what was changed, when it was changed, and who made the changes. It helps maintain accountability and provides a clear trail for auditing purposes.
How to Access the Agent Record Change Log
In this section, you'll see how to view the change log for your agent contacts.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click "Contacts"
Click "Agents"
Click on an agent contact
Click "View Change Log" in the top right corner
The log will show what changes were made, who made the changes, and when
Understanding the Change Log Entries
Each entry in the change log includes:
Date and Time
When the change was made
User:
Who made the change
Field Changed:
Which specific part of the record was altered
From (previous value):
The information before the change
To (new value):
The updated information
Benefits of Using the Change Log
Transparency:
Easily track who made changes and when
Accountability:
Holds users responsible for the accuracy of the data they update
Auditing:
Simplifies the process of reviewing changes for compliance and record-keeping
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
