To view historical record changes for a contact

An electronic log - audit trail - is maintained for each contact record held on the Civica Cx Housing database, providing a step by step documented history of all core field changes. This audit trail is a security-relevant chronological archive, storing the sequence of activities that have been applied to contacts over time, with each entry date stamped to reflect the period over which the change is effective. For instance, an amended surname field to take account of a change in marital status would be captured within the audit trail.

The procedure to view historical record changes for a contact is as follows:

Using the global search facility, type in the first few characters of the contact 1.
Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
Click on Contact Details. The Contact Details window is displayed for the current contact.
Click on History. The Contact Details History window is displayed, revealing all chronological changes applied to the contact's core data set 1. Certain fields are worthy of special note and are captured in the table below 2.
Click on Close.

Tip

1 By default, all historical record changes are displayed in chronological order (most recent at the top); to aid in identification and analysis, rows can be reordered by clicking on any of the available headings.

Note

1 The search facility will automatically return all possible matches for both first name and last name once the Number of characters before an automatic search commences system preference is reached.

2 A subset of fields are visible by default; additional fields can be revealed or hidden via the Menu option.

Field	Description
Suffix	A drop-down field used to capture any qualification acronym, professional affiliation or civilian honour.
Alias	The known or preferred name of the contact.
Contact Notes	All pertinent details captured for the contact.
Sex	The biological and physiological characteristics of the contact (e.g. male or female).
Gender	The category to which the contact is assigned by self or others, on the basis of sex.
Company Names	Reveals all the companies to which the contact is linked.
Related to Staff	Indicates whether the contact is related to a member of staff - to uphold a transparent service it is important to declare and record family links between staff and the contacts with whom they may interact.
Relationship Details	Where a contact is related to a staff member, this field captures the specific relationship e.g. spouse, partner, etc.
Effective From	The date on which the record changes came into effect.
Effective To	The date beyond which the record changes are no longer valid.

See related topics...

Contacts record maintenance overview

To create a new contact

Using the search facility