Global History Modal

Overview

Global History Modal opens audit history in a modal window without leaving the current RISE CRM page.

What this feature does

It gives users quick access to record history, diffs, and related context while keeping the current page open.

Why it is useful

• It reduces navigation time.
• It helps users inspect changes while staying in context.
• It creates a consistent history experience across supported entities.

Who should read this?

RISE Admin, Staff User, Project Manager, Support Manager.

Where to find it

Supported entity pages with a History button or quick stats action.

How to use it

1. Open a supported record.
2. Click the History button or badge.
3. Review the modal contents.
4. Open diff details if available.
5. Close the modal to return to the record.

Example workflow

While viewing an invoice, an admin opens the global history modal to check recent changes without leaving the invoice page.

Screenshot

Common mistakes

• Expecting the modal to replace the full Activity Log.
• Sharing screenshots of the modal without hiding sensitive data.
• Not testing modal access with different permission roles.

Related articles

• History Button on Entity Pages
• Visual Diff Inside Entity History
• Entity Timeline