History and Notes report - Contact details
It would be really useful to see the contact name on the History and Notes report.
We use this report to track bank account changes but we also check newly added supplier bank account details. Seeing which contact each line relates to would help us group them and know if an 'Edited - Bank.....' relates to the same contact as a 'Created' so we don't need to go into each line
Sarah Pickard
shared this idea
Hi everyone, thanks for sharing this idea. We understand that having more detail available in History and Notes reports could make it easier to review changes and track user activity.
The suggestion is to add contact details within the History and Notes report to help users identify which customer, supplier, or record a change relates to without needing to click out of the report.
We’ll continue tracking this idea here, where other users can share their feedback and examples to help shape future improvements.
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Emma Davidson
commented
super useful - this would be a great addition
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Emma Davidson
commented
Add Contact Name to History and Notes Report - we use this report for bank account changes audit purposes. It would be great to have a column with the contact name to assist with this audit process. Currently we need to click into each contact to find the name.
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Stephanie Cadelis-Bade
commented
Agree with Sarah, this would be very useful
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Frances Mpala
commented
In addition to this, it would be a useful control to be able to generate an exception report that lists any master data changes to Accounts Payable (such as bank account numbers and contact details).
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Melody Deng
commented
Please add this report which is useful for AP control. Thx