Each note on the customer timeline shows who wrote it and when. If a user changes the text of the note, the note also shows who edited it and when. The customer audit log keeps each earlier version of the text.
See who wrote and edited a note
Below the text of a note, you see these lines:
Written by: the user who wrote the note, and the date and time.
Edited by: the user who last changed the text, and the date and time. A note that was never edited does not show this line.
Posted on: shown in place of "Written by" on a note that no user wrote, for example a notification.
The dates show in the timezone of your browser. Hover a date to see the timezone.
Filter the timeline by note writer or editor
Open Filters on the customer timeline. The Note group has four filters:
Note written by
Note posted on
Note edited by
Note edited on
See the earlier versions of a note
Open the customer.
Go to Settings > Audit logs.
Find the Note Content rows. Each row shows the text before and after the edit, the user and the date.
In the Record reference column, click View note to open the note in a new tab.
A change to the category or the reminder of a note shows as a Note Category or Note Reminder row. A long text stops after 6 lines in the table. The export holds the full text.
To see the audit log, you need the audit logs permission. See Audit Logs Access Permission.
Common questions
I changed the reminder of a note. Why does it not show "Edited by"?
"Edited by" shows only when the text of the note changes. A change to the category, the reminder or the linked invoices goes to the audit log, but it does not change the "Edited by" line. If you save the note with the same text, nothing changes.
Why does a note show "Edited on" with no name?
The note was edited before Kolleno started displaying the user who edits a note. Kolleno knows the date of that edit, but not the user.
What happens to the audit log if a user deletes a note?
The earlier versions of the note stay in the audit log. The Record reference column of those rows is then empty, because the note no longer exists.