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Column History Tracking
This functionality is an essential part of any CRM and one without it is possiblity not well suited for case managment for lawyers. In fact, it is most certainly malpractice to not be able to track changes within the system. I may have to switch applications soon because of this. I was involved in a dispute where such changes were at issue and was at an extreme disadvantage not to be able to track changes.
ID
2142
Category
TeamDesk
Author

Dean Guidry
Date Created
2/9/2026 7:03:48 AM
Date Updated
2/20/2026 2:31:09 PM
Status
New Idea
Score
30
Promoted By
L. C. ParkerDan ktl MereanuDean Guidry
Comments
L. C. Parker 2/20/2026 2:31:08 PM
We have implemented some workaround to capture some of this, but I’m in agreement, this would be an extremely helpful native feature.

The bridge, the cap honestly one of our solutions originally was to set up email notifications anytime a record was created, modified or deleted, that goes to a dedicated inbox.

The notification includes the function the RecChanges block, then used Zapier Email Parser to extract and log those changes. Sample below.

There is also a template where you can create workflow actions to update changes inside team desk, but it will require customization and additional tables, workflows, actions, etc. You should be able to search for it in the templates

‘’’sample notification email body
FILE: [Name]

ACTION: %Action%

%RecChanges%

***

[View Record Link]

%RecData %

***

%RecChanges%

%RecLink%

‘’’


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