Customer Profile
History
Audit timeline of every change made to a customer or branch profile.
The history panel shows every change made to a customer or branch profile over the last 12 months — who changed what, when, and from where.
Quick Overview: Open the history panel from any customer or branch header to see a timeline of edits, with per-field diffs and clear attribution to the person, integration, automation, or AI agent that made each change.
Opening the History Panel
- Open a customer or branch profile
- Click the history icon in the profile header (clockwise arrow)
- A side panel slides in with the full timeline
The panel works the same way on both customer profiles and individual branches — you always see the history for whichever record you're viewing.
Reading the Timeline
Each entry on the timeline represents a single change event and shows:
- Icon bullet — color-coded by the type of change (create, update, delete)
- Actor — the person or system that made the change, with email tooltip on hover
- Diff sentence — a plain-language summary like "changed phone from X to Y"
- Timestamp — relative time ("2 days ago") with the exact date on hover
When a single event touches multiple fields, they're grouped into one entry so the timeline stays readable.
Who Made the Change?
Every entry is attributed to one of five actor types:
| Actor | Meaning |
|---|---|
| User | A team member edited the record directly |
| Integration | Data synced in from your source system |
| Automation | A rule or workflow updated the record |
| AI agent | An AI assistant applied the change |
| System | An internal process (migrations, housekeeping) |
Hover on the actor to see their email address when available.
Scrolling Through History
The panel loads more entries automatically as you scroll — there's no page-by-page navigation. Coverage goes back up to 12 months.
Fields that carry sensitive or low-value changes — contact coordinates, internal identifiers, null-to-null updates — are hidden from the timeline to keep it focused on meaningful edits.
When to Use History
- Investigating a data issue — See whether a recent integration sync overwrote a manual edit
- Confirming who changed what — Useful when a customer flags that their record looks wrong
- Auditing automation behavior — Verify that a workflow updated the fields you expected
History is available to wholesaler users with permission to view customer details. If you don't see the history icon, check with your admin.