Managing Customer Records
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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)

  1. Click into the applicable Customer record.
  2. Select More Actions > Edit History.
    Screen Shot 2024-07-02 at 3.11.26 PM
  3. 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 
  4. Select a version to view the details.
    Screen Shot 2024-07-02 at 3.11.37 PM
  5. If you'd like to restore the Customer Profile to the version selected, click the Restore This Version button.
    Screen Shot 2024-07-02 at 3.12.00 PM