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Settings and account
History of changes
Who added, changed or deleted what, with the values before and after, for customers, products, prices, quotes, orders and settings.
ArtworkDesk keeps a record of changes to your customers, products, prices, quotes, orders and settings. Each change shows who made it, when, and what each field was before and after. It's useful when a price or an address has changed and nobody remembers why.
What's recorded
| Area | What's in it |
|---|---|
| Customers | Customer details and their own fields, their other premises, and their files and folders. |
| Products, prices and stock | Products, price books and prices, product templates and files, stock settings such as the reorder level, and purchase orders. |
| Quotes and orders | Changes to quotes, orders and product lines, and repeats. |
| Settings and team | Business settings, team members and roles, sites, departments and production stages, custom fields, website shops and connections. |
Some things aren't recorded here because they have their own record: order and quote statuses, mockups and approvals are on the order's or quote's timeline, and stock counts are in each product's stock history. Totals, job and quote numbers, passwords and sign-in codes are never shown. For secrets such as a shop's signing secret, the history only says it was changed, never what it is.
Reading a change
Each entry says what happened, such as "Changed customer Amy Lee: email, phone". Underneath, each field shows its old value crossed out, then the new one. Cleared means the field was emptied. Ticks show as Yes or No, and linked things show their names, such as the price book's name instead of a number.
The name under each entry is the person who made the change. System means nobody on your team made it, for example a file a customer uploaded.
Settings > History
Open Settings from the menu under your name, then History under Your business. You need the Settings and team permission: the Owner and Admins have it.
The page lists every change, newest first. Narrow it down with:
- Showing: Everything, or one area such as Customers or Settings and team.
- By: Anyone, or one person on your team.
- Search: a customer's or product's name, or a field, then click Search.
Click an entry to open what it's about. Deleted things can't be opened.
On customer, order, quote and product pages
You don't need Settings to see the history of one thing:
- A customer's Activity includes changes to their details, premises and files, alongside their orders and quotes.
- An order's Timeline includes changes to the order's details and its product lines.
- A quote's History includes changes to the quote.
- A product's page (click Edit next to it under Products) has a History box at the bottom.
Price changes
When you save prices in a price book, each quantity break that changed is recorded, for example "50+" going from £6.50 to £6.20, with any setup fee. The change shows in the product's History box and on Settings > History as "Changed prices for", the product and the price book's name.
Still need help? Email [email protected] with your business's address and what you were trying to do.