DataView: Customer Audit

Track when Customer Master records are created or updated in CSI and SyteLine.

This DataView provides a centralized audit list showing changes made to customer records, including whether the record was created or modified and which user made the change. It helps administrators, finance teams, and customer service managers improve visibility into Customer Master maintenance and review account changes more efficiently.

Key Benefits

• Identifies newly created Customer Master records
• Shows when existing customer records were updated
• Displays the user who made each change
• Improves visibility into customer data maintenance
• Supports internal controls and audit reviews
• Helps investigate unexpected or unauthorized changes
• Centralizes Customer Master activity in a searchable DataView

Digital Download and Installation

This product is a self-service digital download. It includes instructions for installing and configuring the solution in your CSI or SyteLine environment.

Before purchasing, confirm that your system or software administrator has reviewed and approved the installation requirements.