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audit trail question

lincolna
New Contributor

How come I do not see an audit trail of when this customer was changed on this job and who changed it? This would be nice to be able to see when someone changes information within the job details.

1 REPLY 1

PamDuffy-PCG
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Unfortunately, that's not a feature of ST right now. There is a popular product improvement idea for this, you should up-vote it: Audit Trail for Updating Customer Information For now, best practice would be to instruct your team to leave a note on the Customer page when changes are made. 

 

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Pam Duffy, Powerhouse Consulting Group
ServiceTitan Certified Coach + ServiceTitan Certified Marketer + Zapier Certified Expert