Tracking NFG transactions

3 replies
19 views

Is there a way to track which user enters information or makes changes to information within NFG. I need to be able to track that so if there is a mistake I can follow up with the person who made the incorrect entry.

rachel moody

Community Manager

Hey @Adrienne Wurster you can see what people are doing/changing in the software under the recent activity log. This shows up on your Dashboard so you can see what user made changes to something or entered a donation, etc.

Rachel at Bonterra

Adrienne WursterAuthor

Rising Star III

Thanks Rachel. It tells me someone made a change, but it doesn’t tell me what was changed. It would be great if the transactions could be shown at the Donor level.

rachel moody

Community Manager

There’s also a recent activity log on each contact record. Have you checked there?

Rachel at Bonterra

Sign up

Login with your EveryAction username and password

Login to Bonterra Central

Login with your EveryAction username and password