Log changes to ID check detail in the contact Activity Feed/journal - configuration option

Owned by Fiona Wilson, created
Last updated: Oct 25, 2023
2 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

A configuration option is available which logs changes to ID check detail in the contact Activity Feed/journal

This is useful when multiple users across various teams have permissions to change ID check details and their status - as the Activity Feed will flag up what was changed, by who and when

To enable this configuration option, click here to contact Reapit Support

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:

1. Make changes to ID check

From contact record:

  • Make required changes to the ID check

  • 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

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