How to View Order Change History?

KeyCRM keeps a detailed history of every action taken on an order. You can always check who made changes, when the status was updated, a tracking number was created, products were edited — and more.

Written by Владислав Пономарь

Updated 1 week ago

The order change history helps you track all updates, including automatic or bulk changes.

Every action is recorded, so you’ll always know what happened and who made it.

Note: If a user doesn’t have access to a field that was changed, the value will be hidden in the history and shown as No access.

Where to Find the Order Change History

Go to the Orders section. In the list, find the order you want to check and click the clock icon in the Actions column:

A window will open showing who made the change, what was changed and when it happened.

Each type of update is color-coded:

Green — information was added;
Orange — editing;
Red — deleting;
Gray — informational event only.

Changes made automatically by the system are marked as KeyCRM — for example, orders created from integrations, changes triggered by automation, status changes based on delivery tracking rules.

Filtering and Tracking Changes in Order History

The history is shown from the latest change to the oldest. You can filter it by:

Action initiator — who made the change (user, trigger, system);
Manager — if user is selected, you can filter by specific person;
Date — period of time when the changed were made (set a custom time range manually or via calendar).

What Changes Are Tracked in Oder History

Order creation: if created from a pipeline card, the card number and link are shown.
Merging & copying: merged orders and copied orders are logged.
Field changes: status, creation/sync time, manager, discounts, sales tax, shipping cost, gift wrapping, fiscalization status, payment status, order source, promo code, buyer/manager comments, gifts, greeting messages, UTM tags, customer info, custom fields.
Shipping details: delivery date, receiver name & phone, address details (street, city, region, zip code (Eircode), country), manually added or CRM-generated tracking numbers, delivery status, shipping provider.
Payments: payment added, payment status, type, amount, date, comment, transaction link, fiscalization status.
Expenses: expense added or canceled, including amount, type, comment, date, status, and transaction info.
Files: files uploaded or deleted.
Tags: tags added or removed.
Assigned users: added or removed.
Order lists: added to an order list with a link to the exact order list (if the list is deleted, the history remains).
Fulfillment: fulfillment request creation (includes fulfillment name and request number).
Products in the order: product added/removed, quantity changes, discounts, wholesale prices and product prices, up-sells, comments, status, shipment type.
Bulk actions: status or manager changes, tag updates, shipment date changes.
Triggered automation: changes of status, manager, delivery service, adding or deleting of tag, adding or deleting assigned user, adding or deleting expense, payment status, fiscal status updates, or errors during fiscalization.

You can also view all changes across all orders in the general history of actions, which includes pipeline cards and tasks activity too.

Tags: order change history, order audit log, order edits, change tracking, history, activity log, order updates, order history, activity history

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