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What is the Audit Shield?

The audit shield provides a quick view of a record's major audit details without having to access the Audit History tab. 

To use the audit shield: 

  1. Select a record in Perspective. 
  2. Hover your mouse over the shield in the top-right corner to display the record's Created By Date/Time, Created By User ID, Last Modified by Date/Time, and Last Modified By User ID.19.png
  3. Optional: Click the shield to view more information. 11.png
  4. Optional: Click a field on the record, then hover your mouse over the shield in the bottom-left corner to view the audit history for that field. This is only available on some tabs, like Involvements tab > Persons tab. 13.png

 

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