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    Audit Trail question

    Is there a way to have the audit tab in the quote show a full audit for each time a quote is changed or updated? Ours only records a single line (as seen in the image) even though there have been multiple changes and updates.

    Thanks in advance.


    Thank you for posting this and asking. As you described, some updates within the quote are automatically tracked with audit details being added while other updates don't. For example, an audit record is added automatically when the status of a Quote changes, e.g., Won/Lost, in case the customer approved the quote via the Customer Portal, or if the quote was converted into a service ticket, charges, or Invoice.

    Note taken for expanding the auditing feature for additional quote update cases. Thanks!​

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