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Fiona Hardy

Fiona Hardy

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Tip

Providing the ID Check status is not set to Unchecked, then any changes to the detail of an ID check will be logged in the Activity Feed - for information on the detail it logs, see point 1 below

This configuration does not log changes to the Status of the ID check, another configuration option is available which does this, as outlined here:
Changes to ID check status logged in contact Activity Feed/journal - configuration option

1. Make changes to ID check

From contact record:

  • Make required changes to the ID check

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  • Providing the ID Check status is not set to Unchecked, then changes to the following details of an ID check will be logged in the Activity Feed/journal:

    • Primary/Secondary ID type

    • Expiry date

    • Details

    • Any other field available at the bottom right of the ID check screen (dependent on configuration)

2. Changes logged in Activity Feed

  • All changes made are listed in the Activity Feed and can also be seen in the contact Journal

  • Text under each entry indicates when the changes were made and who made them

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Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

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Configuration option which logs changes to ID check detail in the contact Activity Feed/journal

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