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  1. UX Product
  2. UXPROD-4155

Organizations - Display a history of edits for Contact records

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Details

    • Umbrellaleaf (R2 2025)
    • Large < 10 days
    • 20%
    • XXL < 30 days
    • 20%
    • Thunderjet
    • 0
    • R3
    • TBD

    Description

      Current situation or problem:

      Libraries need to keep track of changes to Organization records (UXPROD-3457), including Contact information. Contact records are distinct record types primarily accessible via Organizations and require distinct management.

      In scope

      Create a mechanism for tracking, displaying and highlighting changes to Contact records

      Create a mechanism for retaining some contact information (such as Name) when a Contact is deleted.

      Out of scope

      Use case(s)

      A library wants to know who negotiated their previous contract, but who is no longer listed as a contact person and who may have been deleted from FOLIO.

      Proposed solution/stories

      Links to additional info

      Questions

      Is there a need for a fully granular audit of contact information, or is it enough to track changes as they pertain to visibility to Organization records?

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                jreimers Joe Reimers
                jreimers Joe Reimers
                Khalilah Gambrell Khalilah Gambrell
                Khalilah Gambrell Khalilah Gambrell
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                Dates

                  Created:
                  Updated:

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                    TestRail: Cases