Edit Client Page History Tab
You must have Editor or Owner permission or be a Subscription Administrator to save changes to a client. If you have questions about your assigned client permission, contact the client owner or your Subscription Administrator. To determine the Owner of the client, go to the Audit Trail and look at the first entry in the log to see who added the client. See also, Permissions.
On the History tab, you can view all the user activities that have been done to the client. Use the Search boxes at the top of the column headings to refine the results displayed. To sort the list of activities, click the column heading to sort by. You can also change the order of the columns; simply click and drag a column heading to move it either left or right.
You can also change the client’s name.
- On the Edit Client page, click the Edit link next to client’s name.
- Make the necessary changes.
- Click Save.
Changes you make to the client’s name on this tab will override the corresponding field on the Assumptions dialog in Income Tax Planner.
Columns on the History Tab
- Date - The date the action was done.
- Description - A description of the action done to the client.
- User Who Initiated Change - The identity (name and email address) of the person who made the change.