Chats (Basic): View Client Task History/Audit Trail
You’ll always be able to find out what has happened with a task in your chat threads. TaxDome’s Task Audit Trail is sorted chronologically by the most recent event and allows you to track when someone has...
- ...added a client task to a chat thread.
- ...resent a notification on a message.
- ...deleted a client task from a chat thread.
- ...marked a client task as completed.
To view a task’s history in a chat thread, go to the Chats page of the Communication tab in the client’s profile, select the thread, click on the three-dots icon at the top right, then click Task audit trail.
In the Audit Trail window, you’ll see the following:
ACCOUNT NAME: the first and last name of the account user or the name of their business.
USER: the first and last name and email address of the user who made changes to the client task.
EVENT: what has happened with the task.
SERVER TIME: the time (in UTC) the event took place on TaxDome.
CLIENT TIME: the time (in UTC) in the user’s location when the event took place. (The difference between UTC and the user’s location time is also displayed.)
IP ADDRESS: the IP address of the user who made changes.
BROWSER: the browser used when the event took place.
OS: the operating system of the user who made changes.