Article Details
Id:9714
Product:finPOWER Connect
Type:NEW
Version:1.04.05
Opened:15/02/2012
Closed:24/02/2012
Released:02/03/2012
Job: J008996

Client form, Contact page; When selecting 'Changed' button on the contacts grid, no Client Log is created listing the changes even though the 'Log' is ticked for Contact Methods/Addresses on the Client Auditing grid on Global Settings.

The 'Changed' button on the Addresses and Contact Methods grid expires the selected Contact Method/Contact Address and allows the user to enter a new Contact Method/Contact Address.
As the address/contact details of the original record were not updated, there was no Client Log created for this change.

If a Client updates their contact address/methods via Client Connect, the same functionality applies. The original contact method/address is expired and a new contact method/address is created.

Contact methods/addresses updated using the above two methods will now create a Client Log.

The log is type 'Audit (Change)' and will show the 'changed from' and 'changed to' details in the log notes.
If the ‘Valid From Date' is entered on the new contact record then this date will also appear in the log notes.

For the log to be created the following Client Auditing options (Global Settings, Auditing. Clients), must be checked:
Contact Addresses, option Log
Contact Methods, option Log