We have expanded the Audit Log in the CRM to include all activity across the CRM and Client Centre. 

Now when you visit the History tab on your Opportunity, you will see the Client Centre Activity Tab. This shows the times the Client Centre has been accessed for that opportunity, and which individual records and sections were edited in each session.

You can then click on a record to view: 

• The name of the record that was updated (e.g. Employment, Identification)
• The name of the person that accessed the Record (e.g. Broker, Client)
• What was updated
• When it was updated
• The Old value and the New value

To make things easier we have also added an Audit History button on each of the following records in your CRM: 

• Employment
• Identification
• Living Expenses
• Assets
• Liabilities
• Questionnaires

This button will show you at a glance when the record was last updated, what changed and by whom.