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Viewing a vendor’s history

Review the activity recorded for a vendor, including detail, contact person, and field changes.

2 min readUpdated Oct 19, 2026

Review the activity recorded for an individual vendor.

Steps

  1. Go to Vendors.
  2. Select the vendor whose history you want to review.
  3. Select History.
  4. Review the entries in Activity history.
  5. Use the pagination controls to view earlier entries when they are available.

Result

The history lists the newest recorded activity first. Each entry shows the activity type, the person who made the change, and the date.

Entries can record when the vendor was created, its details changed, or it was deactivated or reactivated. They also record contact persons and fields that were added, changed, removed, deactivated, or reactivated.

Detail changes show the recorded field change. Contact-person changes identify the contact person and changed fields. Changes to internal notes are recorded as changed without showing the note content.

Video walkthrough

The video plays from YouTube once you press play.

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