Contact history

Each card keeps its history, newest first. Every change is written in the same step as the change itself, so the history cannot miss one.

What gets a line

• the card was created or changed: name, family name, note, language; if booking a visit for a new client created it, "Created the card when booking a visit";
• the category changed, alone or in a batch;
• an address was added, removed or confirmed, or became main;
• reminders, confirmations and cancellation notices were turned off or back on;
• the card's visits, including deleted ones.

Talemo filling in an empty language from the client's first words does not add a line.

Who did it

• a person of the team, by name;
• the assistant at a person's request;
• a program acting for a person through a key;
• a chat: the card or the address was created by an incoming message;
• the online admin — and who approved the action: "The online admin, approved by {name}". If that person has left the business, the line keeps the fact of approval without the name.

Hidden fields

Lines about fields a person's role cannot see are not shown to that person (see Note and hidden fields).