Entity Quick Stats Badge

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Overview

Entity Quick Stats Badge gives a compact summary of audit-related counts for a record, such as changes or views.

What this feature does

It lets staff see that a record has activity history without opening the full log immediately.

Why it is useful

  • It provides quick record-level context.
  • It encourages users to check history before making decisions.
  • It makes audit data visible without taking over the page.

Who should read this?

Staff User, Project Manager, RISE Admin.

Where to find it

Supported record detail pages where the badge is enabled.

How to use it

  1. Open a supported record.
  2. Find the quick stats badge near the title or action area.
  3. Review the count or summary.
  4. Click the badge if it opens the timeline or history modal.

Example workflow

A task page shows that it has several recent changes. The manager clicks the badge to open the task timeline.

Screenshot

Screenshot required
Capture from: RISE CRM → Supported entity detail page → Quick stats badge

Common mistakes

  • Treating the badge as the full audit record.
  • Assuming the badge appears for all entities.
  • Ignoring permissions that may hide the badge for some users.

Related articles

  • Entity Timeline
  • Global History Modal
  • Task Audit Panel
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