System| Enhanced Logging and Audit Trails for Improved Tracking and Self-Support

Summary:

Improve logging, audit trails, and user prompts for critical actions within jobs, invoices, and recurring job profiles to enhance transparency, tracking, and self-support capabilities.

Improvements:

1. Job and Invoice History:

   • Record all invoice date changes, not just those from job date changes.

   • Update history message format for clarity: "Updated invoice date from XX Month, Year to XX Month, Year because the job's due date changed from XX Month, Year to XX Month, Year."

   • Log Invoice Date instead of Invoice Due Date for better clarity.

2. Comprehensive Audit Trails:

   • Log changes for the following areas:

     • Form actions

     • User changes

     • Resource changes

     • Job Type Templates changes

     • Settings changes

     • Form builder changes

     • Contact changes

     • Integration profiles

   • Provide detailed tracking of modifications to assist in troubleshooting and self-support.

3. Recurring Job Profiles:

   • Add a prompt when deleting recurring job profiles in the scheduler to ensure user awareness and prevent accidental deletions.

   • Include deleted recurring profiles in the deleted jobs section for recovery purposes.

Benefits:

• Increased Transparency: Clear and comprehensive logging of changes across multiple areas.

• Better Tracking: Enhanced ability to track and compare changes.

• Enhanced Usability: Simplified and more understandable history logs for users, aiding in self-support and troubleshooting.

• Improved User Awareness: Prompts for critical actions to prevent accidental deletions and enhance data recovery capabilities.