The changelog feature lets users see what’s changed in a record since it was created, including who made the change. This helps users get up to speed on the latest activity in a record quickly. The changelog also facilitates transparency and accountability.
💡 Note - Only users with the “View” permission for a record type will have the ability to view changes made to records of that type.
Viewing changes made to all records of a certain type
In the main list in the section for the record, you can view the changes made to all records of that type.
💡 Note - The following steps demonstrate how to view changes made to all projects. Use similar steps to view all changes made to records of any type, such as documents, vendors, invoices, users and roles.
To view all changes made to records of a certain type, such as all project records:
Log in to your condo’s account in Managemate (go to https://app.managemate.ca)
Go to the record type’s section - such as the “Projects” section by clicking on the “Projects” item in the main menu on the left.
Click on the "more" button (the button with three dots) at the top of the projects list, then click on the changelog option in the submenu that appears.
Note: On some pages the changelog can be access directly, without clicking the "more" button. Look for a button with the changelog icon.
Viewing changes made to a specific record
In the details view for every record, you will find a changelog button. When clicked, you can view all changes made to that record since it was created.
💡 Note - The following steps demonstrate how to view changes made to a project. Use similar steps to view changes made to other records like documents, vendors, users, roles and invoices.
Log into your condo’s account in Managemate (go to https://app.managemate.ca).
Navigate to the record you want to view.
When viewing the record, such as a project, click on the button with the icon with three vertical dots. This is the “More” button.
Then in the options that appear in the sub-menu, click the “Changelog“ option.
