Field Audit Trail

Field Audit Trail lets you retain archived field history data up to 10 years from the time the data was archived. This feature helps you comply with industry regulations related to audit capability and data retention.

WARNING  - REQUIRED EDITIONS AND USER PERMISSIONS

Please contact InvestGlass sales representative to activate this feature. By default only employee with "COMPLIANCE" role can access audit trail information. 

You can set field history retention policies on these objects.

  • Accounts, including Person Accounts
  • Assets, Portfolio, Transactions
  • Contacts KYC
  • Contracts
  • Entitlements or Tags
  • Leads

If you need to track other fields please contact us. 

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