Field history and the audit trail

Overview

History & Audit (under Administration) brings every change record together in one place:

• Field History records each change to a tracked field: the Old Value, the New Value, who made the change (Changed By), when (Changed Date), and where it came from (Source). The source can be the web app, the Telegram assistant, an import, a scheduled job, or another channel.
• Activity & Audit Trail records each important action, such as logins, users created, role changes, access resets, property assignments, invoices generated and invoice emails sent.

Master admins also see tabs for the assistant's and in-app AI activity.

Before you start

• Landlords and master admins can open History & Audit. A landlord sees only activity on their own properties.
• Tracked areas include Lease, Property, Tenant, Landlord, ConstructionExpense and ConstructionProject.

Steps

Look up a change

1. Open Administration → History & Audit. It opens on Field History.
2. Choose the Object, for example Lease. Optionally pick a Property.
3. Narrow down with search, Change (Create, Update, Delete) and the From / To dates.
4. Use Group by (Property, Floor / Unit, Record, Field or Changed By) to read the changes in context.
5. Use Prev / Next to page through the results.

Review actions

1. Click the Activity & Audit Trail card.
2. Filter by Action and Entity, or search by user, action or entity. Sort by When, Action, Performed by or Entity.
3. Click View on an entry to see the full record, with before and after side by side, plus who did it, when, and from where.

Choose what is tracked

1. On Field History, click Configure Tracking.
2. Pick an object, tick the fields you want recorded, and click Save for that object.

Example

Acme Retail Pvt Ltd's rent at Sunrise Towers looks wrong. A. Sharma opens Field History, chooses Lease, filters to Sunrise Towers and groups by Record. She finds the change: monthly rent went from ₹1,00,000 to ₹1,05,000 last Tuesday, changed by her supervisor, with source Web. She then checks Activity & Audit Trail to confirm that no invoice was generated after the change.

FAQs

What is the difference between the two tabs?

Field History tracks values (what a field changed from and to). Activity & Audit Trail tracks actions (what someone did).

Are changes made through the assistant recorded?

Yes. They appear with the assistant as the source, under the name of the person who asked.

Can records be deleted?

Only a master admin can delete audit or field-history records, either a selection or everything matching the current filters. This can't be undone, so use it only to clean up test data.

What is the Audit Trail page?

It's an older, simpler list of the same actions. History & Audit is the full view.

Troubleshooting

A change I made isn't in Field History

That field may not be ticked under Configure Tracking, or it belongs to an object that isn't tracked. Changes made before tracking was switched on aren't recorded.

I only see a few properties

Landlords see history for their own properties only. Master admins see everything.

Related articles

• Users and access
• Settings and tax settings
• Import data