If you have reporting rights you will have an extra menu option to run the Record Change Report. This report shows all items that have changed that are related to the current Record. Any changes to Notes, Data, Documents and even Annotations are included in the report. This gives a good view into the activity surrounding the Record itself.


Objects that are tracked in relation to the Record include:

  • Record Changes
  • Record Note Changes
  • Data Changes
  • Document Changes
  • Annotation Changes
  • Collaboration Package Changes