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Contact Management

Contact Audit Log
Contact Management Dashboard Contact Details Page Overview Adding, Editing, and Deleting Contacts Global Search Primary vs Preferred Contact Information Client Status Client Termination Reason Risk Tolerance Employer Search in Contact Details Contact Categories Contact Tags Contact Custom Fields Custom Fields Designer Creating and Saving Contacts filters Creating Segments Sales Pipeline Management Sales Pipeline Stages Sales Pipeline vs. Additional Pipelines Sales View vs Servicing Advisor View Contact Writing and Servicing Advisors Contact Owner vs. Writing Advisor vs. Servicing Advisor Families (Households) Defining Family Relationships Companies Module Deals Module How Possible Duplicate Contacts Are Detected How to Identify and Filter Duplicate Contacts How to Handle Duplicate Contacts When Family Members Share the Same Email Merge Contacts Bulk Actions on Contacts Trash: Deleting and Restoring Contacts Marking Contacts as Spam Managing Notes Note Templates Download Notes as PDF Sending and Receiving Emails Sending and Receiving Transactional Text Messages Managing Contacts Marketing Subscriptions Financial Questionnaire Managing Terminated Clients Filter Lists by Date Range Use Contact Peek to View Recent Activity Contact Audit Log

Contact Management

Contact Management Dashboard Contact Details Page Overview Adding, Editing, and Deleting Contacts Global Search Primary vs Preferred Contact Information Client Status Client Termination Reason Risk Tolerance Employer Search in Contact Details Contact Categories Contact Tags Contact Custom Fields Custom Fields Designer Creating and Saving Contacts filters Creating Segments Sales Pipeline Management Sales Pipeline Stages Sales Pipeline vs. Additional Pipelines Sales View vs Servicing Advisor View Contact Writing and Servicing Advisors Contact Owner vs. Writing Advisor vs. Servicing Advisor Families (Households) Defining Family Relationships Companies Module Deals Module How Possible Duplicate Contacts Are Detected How to Identify and Filter Duplicate Contacts How to Handle Duplicate Contacts When Family Members Share the Same Email Merge Contacts Bulk Actions on Contacts Trash: Deleting and Restoring Contacts Marking Contacts as Spam Managing Notes Note Templates Download Notes as PDF Sending and Receiving Emails Sending and Receiving Transactional Text Messages Managing Contacts Marketing Subscriptions Financial Questionnaire Managing Terminated Clients Filter Lists by Date Range Use Contact Peek to View Recent Activity Contact Audit Log

Contact Audit Log

The Contact Audit Log shows the history of changes made to a specific contact and the records connected to that contact. Use it to review what changed, who made the change, and when it happened.

Where to Find the Contact Audit Log

Open the contact record, then select Audit log from the left navigation under the Miscellaneous section.

LeadCenter also includes two related views:

View Where to Find It What It Shows
Contact Audit Log Contact details page → Miscellaneous → Audit log The detailed change history for one contact and its related records.
Activity Contact details page → Overview → Activity A quick activity feed with selected contact events. It does not show every field-level change.
Account-wide Audit Log Settings → Security Management → Audit log Audit history across the account, with filters for reviewing changes across multiple contacts and records.

Use the Contact Audit Log when you need the complete history for one contact. Use the Activity tab for a quick summary of recent activity.

What Gets Recorded

The Contact Audit Log records create, update, delete, restore, and merge actions for the contact and related records.

Tracked records may include:

  • Contact details, such as name, email, phone, stage, owner, category, client status, archive status, and custom fields
  • Additional phone numbers, email addresses, and mailing addresses
  • Notes
  • Tasks
  • Appointments, including attendee changes
  • SMS messages
  • Calls
  • Form submissions
  • Event attendance, such as webinars or seminars
  • Tags added to or removed from the contact
  • Contact merges
  • Financial information, when available for financial-advisor accounts
  • Family member changes connected to the contact

Tags and Merges

  • Tag changes appear as a Contact updated entry that shows the previous set of tags and the updated set of tags.
  • Merges appear as a dedicated merge entry showing the contact or contacts that were merged.

How to Read an Audit Log Entry

Audit log entries appear in a timeline, with the newest entries first.

Each entry may include:

  • Record type: The kind of record that changed, such as Contact, Note, Task, SMS, or Appointment.
  • Record title: A clickable title that opens the related record when available.
  • Action and actor: A short description showing what happened and who performed the action.
  • Timestamp: The date and time of the change.
  • Status icon: A visual indicator for created, updated, deleted, restored, or merged entries.
  • Change details: For updates, the entry shows the previous value and the new value.

For updated records, old values appear in a red Old section and new values appear in a green New section. For created records, only the new values are shown.

Who Made the Change

The Contact Audit Log identifies where each change came from whenever that information is available.

  • User: The team member's name appears when a logged-in user made the change.
  • Workflow: Automated workflow changes are attributed to the workflow or the user who triggered it.
  • System: Some system-created records are labeled as created by the system.
  • LeadCenter Support: If LeadCenter Support made a change while assisting your account, the entry is attributed to LeadCenter Support.
  • Automatic capture: If there is no logged-in user behind the change, the entry may say it was automatically created or updated.

Automatic changes may come from website forms, phone calls, event registrations, appointment bookings, questionnaire submissions, imports, calendar syncs, incoming messages, or other automated processes.

Filtering, Sorting, and Loading More

The Contact Audit Log is shown newest first. The sort order cannot be changed.

  • The contact-level Audit Log does not include filters.
  • The list loads more entries as you scroll.
  • If there is no audit history yet, the page shows that no audit log exists for the contact.

For account-wide filtering, use Settings → Security Management → Audit log. The account-wide Audit Log includes filters such as log type and date range.

Privacy and Access

  • The Contact Audit Log follows the same access rules as the contact details page.
  • Private notes and tasks may be hidden or masked for users who should not see their contents.
  • Masked private content may appear as Private note, Private task, or hidden text.
  • Internal system-only fields are excluded to keep the log readable.

What May Not Appear in the Contact Audit Log

Some changes are intentionally excluded so the audit history stays useful and readable.

  • Background SMS delivery status updates, such as sent-to-delivered changes
  • Saves that did not actually change any values
  • Internal system-only events
  • Some private note or task details, depending on your access
  • Items shown only in the Activity feed, which is a shorter summary view

Best Practices

  • Use the Activity tab for a quick recap and the Audit Log for the full contact history.
  • Add a note when making a manual change that may need context later.
  • Mark sensitive notes and tasks as private when they should not be visible to the full team.
  • Review contacts carefully before merging, since merges are recorded in the audit history.
  • Use the account-wide Audit Log when reviewing changes across multiple contacts or records.

Troubleshooting

A change I expected is not in the Contact Audit Log

  1. Confirm you are viewing the Audit log tab, not the Activity tab.
  2. Check whether the save actually changed a value.
  3. Confirm the change was not a background system update, such as an SMS delivery status change.
  4. Check whether the item is private and may be hidden or masked.
  5. Review related family members or related records if the change does not appear directly on the contact.
  6. If you are using the account-wide Audit Log, check whether filters are hiding the entry.

An entry says it was automatically created or updated

This means the change was not made by a logged-in user. It may have come from a website form, inbound phone call, event registration, appointment booking, questionnaire submission, import, sync, or another automated process.

A note or task is hidden or masked

The item is private and belongs to another user. Private content is protected so users who should not see it cannot view the details from the audit history.

The list stopped loading older entries

Continue scrolling to load older audit entries. If the list does not continue loading, refresh the page and try again.

Frequently Asked Questions

What is the difference between Activity and the Contact Audit Log?

The Activity tab is a quick summary of selected contact events. The Contact Audit Log is the detailed change history for the contact and related records.

Can users edit audit log entries?

No. Audit log entries are created automatically as changes happen. Users cannot edit or create audit entries manually from the interface.

Can I export the Contact Audit Log?

The contact-level Audit Log does not include a built-in export option. If you need to keep a record of specific entries, take a screenshot of the relevant timeline entries.

Why did one action create multiple audit entries?

One action can update more than one related record. For example, saving contact information may update the contact record plus a related phone number, email address, or custom field.

Can I see deleted records in the audit history?

Yes. Deleted records are logged, and restored records are logged as well when restoration is available.

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