History Button on Entity Pages

Overview

The History button provides a direct way to open audit information for the current record.

What this feature does

It connects a RISE CRM entity page to the embedded audit tools provided by Rise Audit Pro.

Why it is useful

• It makes audit information discoverable.
• It gives staff a simple action to review record history.
• It avoids searching manually through the full Activity Log.

Who should read this?

Staff User, RISE Admin, Team Manager.

Where to find it

Supported entity detail pages where the History button is available.

How to use it

1. Open a supported record.
2. Find the History button.
3. Click it to open the history modal or timeline.
4. Review the events related to that record.

Example workflow

A support manager opens a ticket and clicks History to check who changed the status before replying to the client.

Screenshot

Common mistakes

• Assuming the button appears for users without audit permissions.
• Expecting custom entity pages to automatically include the button.
• Not distinguishing between regular comments and audit history.

Related articles

• Global History Modal
• Entity Timeline
• Supported Entity Pages