1. Before You Start
You will need: a CRM user on the new record page (the default).
2. Reading the Timeline
The Updates tab
1. Open a record and click Updates in the tab bar.
2. Each entry shows who made the change, when, and what changed. The icon tells the kind of change: record created, field updated, related record linked or unlinked, EMR sync, or an NSOPW check.
3. Changing the Order
Click the sort button at the top of the list:
Order | Shows |
Newest first (default) | The latest change at the top. |
Oldest first | The first change at the top. |
More, centred under the list, loads further changes in the same order; they continue the same timeline.
Updates, oldest first
4. Frequently Asked Questions
Q: Does the order stay when I come back? Each time you open the tab it starts newest first. Q: Can I filter by kind of change? Not yet; the list shows every change.