The History and notes report is a complete waste of time. Doesn't show any level of detail that would highlight a potential issue. The Assurance dashboard doesn't have any ability to filter or sort so you are constantly looking at everything that has ever been changed, again pretty useless. This has to be a priority - surely there is a way to run a report that shows all changes made to a contact within a period of time, particularly bank account numbers.
The History and notes report is a complete waste of time. Doesn't show any level of detail that would highlight a potential issue. The Assurance dashboard doesn't have any ability to filter or sort so you are constantly looking at everything that has ever been changed, again pretty useless. This has to be a priority - surely there is a way to run a report that shows all changes made to a contact within a period of time, particularly bank account numbers.