When navigating through Pipeliner, you can see the history of changes made to an entity by you and your colleagues by clicking on the “View Changes” button. This is an extremely helpful tool in seeing who has been working on what. There are four main types of Entities (records) in Pipeliner:

  • Accounts
  • Contacts
  • Leads
  • Opportunities

If you are an administrator, please make sure to set up User Roles correctly and read our article on Getting Started with Units, Users, and Roles. This is where you will determine who has access to which Entities in your organization. When viewing any Entity, users can click on “View Changes” and look at all of the contributions made to a record ⤵

As you can see per sales unit access, 30 users are already able to view this individual record. Watchers and Editors are also able to click on the “View Changes” button within any record they can access. You may want to view which colleagues have worked the most on a record or if there was an error made in a record. 

Filtering Entity Changes

If there are many changes that have been made to a record, it may be useful to use the filtering functionality to quickly find what you need. When viewing changes in an Entity, you can Filter by period, user, and field to scan through the history of a record ⤵

Exporting Entity Changes

If you have rights, you can also export the history of an individual entity. When viewing the changes in any entity, there will be an Export button available ⤵

In addition, all entity changes are exportable using the Audit Log within the Security Tab of the Admin Module. Administrators can export all entity changes based on the filter settings chosen, including by owner(s), entity(s), and time period. For instance, you may want to export a CSV file to view all account changes, by all users, over the past month ⤵

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