Appearance
Portal Changes
When contacts update their profile information through the member portal, those changes are applied automatically and logged on the contact's profile. The Portal Changes tab provides a chronological record of all portal-submitted updates.
Navigating Portal Changes
Portal changes are available on individual contact profiles:
- Navigate to CRM > Contacts and open a contact
- Click the Review tab
- Select the Portal Changes sub-tab
Understanding the Table
Each row in the table represents a change submitted by the contact through the portal:
| Column | Description |
|---|---|
| Type | The type of change (e.g., profile update, contact method change) |
| Changes | Shows the old value and new value side by side |
| Created | When the contact submitted the change |