History Praxis Desk

The history logs all changes to a record: who changed what and when.

Prerequisites

• You are logged in with the Verlauf einsehen permission.

Opening the history

1. Open the record you want in the Customer list.
2. Click the action menu (three dots or dropdown arrow).
3. Select History.

What gets logged?

• Field-level changes to the customer's master data, with the old and new value
• Creation date and the person who created the record
• User and timestamp for every change
• Merges (merge events)

Entries are shown in reverse chronological order (newest first).

Viewing changes in detail

For an entry marked "wurde bearbeitet" (was edited), click the Änderungen (N) link to expand the changed fields. N shows the number of changed fields.

Once expanded, each changed field shows a before/after view:

• Vorher (before): the old value
• Nachher (after): the new value

If a field was empty before or after the change, it shows as leer (empty).

Linked values like the family doctor, mandatory insurance, default practitioner, or additional insurances show their name, not an internal ID. Selection and yes/no fields like newsletter, salutation, insurance type, online booking, or default delivery method appear in readable, formatted text.