Summary of Changes

The Summary of Changes option allows you to view the changes made during the current session. You can also view changes made for a particular client and subclient and for a date range.

1. Select Summary of Changes. The Summary of Changes screen for the current session appears.

2. To view previous transactions, select View Previous Transactions. After selecting the client and subclient you wish to view transactions for, the Summary of Changes screen is presented. See Specifying a client and subclient for additional information.
3. Enter the From Date and the To Date and click the Search button. You'll see all transactions based on your search criteria. If you want to see the transactional history of the member's changes, click on the member number. See Member Summary of Changes for additional information.

4. To view other transactions, change the dates and select Search.