Edit History on a Customer Record

Review a Customer's edit history and restore a previous version.

This functionality allows users to track any modifications made to a customer profile, whether by an admin, the Customer themselves, or through integrations. By selecting a specific edit, users can easily identify the user responsible for the changes and access all relevant details, including the ability to revert the Customer profile back to a previous version.

Review a Customer's edit history (and revert to previous version if-needed)

Click into the applicable Customer record.
Select More Actions > Edit History.
In the popup modal, you'll see who edited the Customer and when.
1. In the 'Edited By' column, you will see one of these types:
  1. Sales Associate or customer - the sales associates name will appear if they made a change from the admin panel and the customers name will appear if they made the change from their account on the front end.
  2. System User - an integration made an update to the customer profile i.e. fulfillment
  3. Anonymous User - the customer before the customer was created in Commerce7
  4. SendGrid Email - when customers receive transaction emails or campaign emails their history is updated
Select a version to view the details.
If you'd like to restore the Customer Profile to the version selected, click the Restore This Version button.