Manage customer archives

After you create a customer, you can access historical archives to track changes over time.

Prerequisite

Before you start, make sure you have added your customer. 

• See Create a customer (2).

Follow the UI path

The instructions start from this system path:

Features > Core > Asset Management > Customer Search

Access the consumer archive

To access the timestamped history of all changes to a customer's profile:

1. In the Filters panel, enter at least one search parameter.

2. Click Search.

3. In the Customers list, next to the desired customer, click the Three dots menu. 

4. Select View.

5. At the bottom of the Customer data page, click the Customer archive button.

6. In the Personal data archive page, view these tracking tables:

   • Consumer archive: Tracks changes to names, tax codes, and notes.

   • Addresses archive: Tracks changes to supply locations, floor details, and apartment details.

   • Address book archive: Tracks phone and email updates.

   • Facility archive: Tracks hardware changes like serial numbers and meter brands.

What’s next

To add supplemental media to a customer’s profile, see Manage customer multimedia.