Record history and notes

What History shows

Every record has a History tab. It lists who created the record and every change since, with the old and new value of each field, shown under the same field visibility rules as the record itself.

Internal notes

Notes are added on the History tab. Adding a note needs the Add notes permission on the role, which also needs View; the Owner and Administrator roles always have it. A note is archived, never edited.

How long it is kept

History is kept for as long as the record exists. It is deleted with the record, and when a person's data is erased.