Who created the customer record?

To find out who created a customer record, check the History.

Customers have a History tab which shows...

  • Date and time that the customer record was created.
  • Who the customer record was created by (User).
  • Date and time that the customer record was edited.
  • Who the customer record was last edited by (User).

Appointments, Tasks, and Events also all have similar History information.

see also...


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