Entity History Tabs

Overview

Entity History Tabs show audit history directly inside supported record pages.

What this feature does

They display relevant changes and events for the current entity, such as a project, task, invoice, ticket, client, or other supported record.

Why it is useful

• They keep audit context close to the record.
• They help staff understand recent changes faster.
• They provide a simpler entry point than the full Activity Log for record-specific review.

Who should read this?

Staff User, RISE Admin, Team Manager.

Where to find it

Supported RISE CRM record detail pages where a History tab is available.

How to use it

1. Open a supported record.
2. Open the History tab.
3. Review recent entity events.
4. Open diff details if available.
5. Use Activity Log for broader filtering or export.

Example workflow

An admin opens a client record and uses the History tab to review recent profile or account-related changes.

Screenshot

Common mistakes

• Assuming all entities support tabs in the same way.
• Expecting history tabs to show unrelated records.
• Ignoring permission rules that control who can see audit data.

Related articles

• Entity Timeline
• Global History Modal
• Supported Entity Pages