You can use the Company History screen to review all changes that have been made to the company's information in Kube. Every time an internal user makes a change to the company, Kube logs each change as a separate entry to the Company History screen.
Kube labels changes made by internal users with an "A", changes made by members with an "M", and changes made by Yardi technical support with an "S".
The following list shows the changes Kube logs to the Company History tab:
Company Name
Primary Property
Primary Contact
Company Type
Assigned Internal User
Addresses
New members, leads, and contacts added to the company
All company Billing Options setting changes
Payment Methods and Default Payment Method
To review company history
Select Customers in the top menu and select Companies from the drop-down menu.
Locate the company in the grid and click the company's name. The Company Essentials window appears.
Click the Detailed View button and then select History in the side menu.
TIP: Use the filter to locate specific records.