Viewing Client Profile's Change History

1. Access the Client Section

  • Go to the > Client section in the left panel.

2. Select the Client

  • Choose the client whose profile change history you want to view.

3. Navigate to the History Tab

  • Click on the History tab at the top of the client's page.

4. View Change History

  • Review the list of changes made to the client's profile, including edits to information, added or removed notes, and other modifications.


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