Navigation:  How to Manage Customer Information > CIS History Screen

The CIS History screen is used to search for and audit changes made to any entity and their links in the CIS file.

To see changes made to the file, first search for the entities you want to audit. You can search by entity, date or employee number using fields in the Search Parameters field group on the Search tab. If you check the Start with Search checkbox and enter information in the data field below, the middle portion of the of the History tab will show a summary of the changes based on the search parameters you selected. Highlighting an item displays who performed the change and other information. History information can be printed by right-clicking on the list view and using the Print options. A daily afterhours report is also available for use.