History

The History tab on a customer's profile page shows Customer Updates — a timeline of all field-level changes made to that customer record. As the page itself puts it: "Shows who changed what, when, and the before/after values." Use it to see how an account has evolved over time, find out who made a particular edit, and recover information that was mistakenly cleared or overwritten.

If nothing has ever been edited on the account, the tab shows "No field changes recorded for this customer."

What changes are recorded on the History tab

The customer History tab logs a separate entry every time a field on the customer record is saved with a new value. That covers the fields you see on the Info tab — contact and address details, billing settings such as Credit Limit and Credit Status, account settings such as Class, Taxable, and the marketing preferences, plus Memo, Short Memo, Birthday, and the rest of the record.

Each entry is grouped under one of five categories, which also drive the filter pills and category bars described below:

Contact — First Name, Last Name, Company, Title, Phone, Cell Phone, Email (changes to the Alt. Email also appear as Email), Fax
Address — Address, City, State, Zip, Country
Billing — Credit Limit, Credit Status, Credit Limit Override, Reactivate When Current, Send Statements
Settings — Email Receipts, Po Required (the PO# Required setting), Employee
Other — everything else, including Memo, Short Memo, Birthday, Class (shown as Cust Class), Taxable, Bad Check, Tax ID (shown as Tax Number), the marketing preferences, and Monthly Interest % (shown as Monthly Svc Charge Perc)

A few fields appear in the timeline under a slightly different name than on the Info tab — for example Tax ID appears as Tax Number and Class as Cust Class.

Two account-lifecycle events also appear in the timeline: an "added customer" entry when the account is created (along with one entry for each field filled in at creation), and a "deleted customer" entry if the account is removed.

The History tab does not record sales activity or notes kept outside the customer record itself — see What the History tab does not show.

How to read a History timeline entry

Entries on the customer History tab are newest-first, starting at the Now marker and grouped under a header for each date (Today, Yesterday, or the full date, with how long ago it was and a change count). The earliest date in the history is marked "Journey begins" — for accounts created since change tracking began, that is the day the customer was added. Click a date header to collapse or expand that day.

Within a day, changes saved by the same employee within about five minutes of each other are grouped into one card. Each card shows:

Who — the employee's initials avatar and name.
When — the time of the change (or a time range when several changes were grouped). Hover over the time for the exact seconds.
What — one line per changed field, worded by the kind of edit:
- changed the Field … — a value was replaced. The change is shown as a word-by-word diff: removed text is struck through, new text is highlighted, so you can see the old and new values in one line.
- added a Field … or set the Field to … — the field was blank and a value was entered.
- cleared Field — the value was deleted. The struck-through text is the value that was removed.
- toggled Field to Yes/No — a yes/no setting such as Taxable or Bad Check was flipped.
- increased / decreased the Credit Limit to $ … — money fields say which direction they moved, and numeric changes also show a percentage badge (for example +50.0%).

Significant billing changes — a credit limit removed, established, or moved by a large amount, or a Credit Status change to or from Hold — are highlighted in the timeline so they stand out.

Summary, Notable events, and category filters

At the top of the customer History tab:

Summary: — a one-line total, for example "12 changes by 3 people over 2 years."
Notable: — up to three badges for major account events found anywhere in the history, such as "Credit limit established," "Credit limit removed," "Credit limit increased by 60%," "Account put on hold," "Account reactivated," "Customer created," or "Customer deleted."
Category bars — how the changes break down across Contact, Address, Billing, Settings, and Other.
Filter pills — click All, Contact, Address, Billing, Settings, or Other to show only changes of that type. Filtering to Billing is the quickest way to review an account's credit-limit and credit-status history.

Recover mistakenly deleted or changed customer information

Because the History tab keeps the before-and-after value of every field change, you can restore information that was accidentally cleared or overwritten:

Open the customer's profile page and click the History tab.
Find the entry for the mistake. Use the filter pills (Contact, Address, Billing, Settings, Other) to narrow the list, and look for a cleared or changed line mentioning the field — the date headers and employee names help you spot when and by whom it happened.
Read the old value: it's the struck-through text in the entry's diff. For a cleared entry, the struck-through text is exactly what was deleted.
Go back to the Info tab, re-enter the old value in the field, and click Save.

The correction itself is logged as a new change, so the audit trail stays complete. Note that very long text values (such as a lengthy Memo) are stored in the log truncated to their first 512 characters — if a longer memo was cleared, the history may only hold the beginning of it. If you can't recover something from the History tab, contact help@vmxllc.com.

What the History tab does not show

The customer History tab only covers edits to the customer record's own fields. Other kinds of account activity live on their own tabs of the customer profile — see the profile page overview:

Receipts — the customer's sales and transaction history.
A/R and the Account History table — invoices, payments, and other accounts-receivable activity.
Office Notes — office notes and Secure Notes (these are kept separately and their edits are not logged on the History tab).
Attachments — files attached to the account.

Changes to a customer's Tags are also not recorded on the History tab.