History of New/Changed Names

History of New Names

The menu provides a list of all new clients as of a certain date. User can select the as of date and can set a flag to include only companies or include all new names (both company and individual). Visible columns can be configured per user preference using the Configure Output tab.

History of Name Changes

This is a list of clients whose names have changed as of a certain date which user selects. (The report will show changes made on or after the given date.)

The screen provides the details of the changes including the actual change, the date of change and the user name who made the changes.