Use case
See what changed for a customer
Compare dated snapshots across a customer's tickets, contacts, agreements, invoices, and time entries with capture dates for context.
The question your team needs to answer
“What changed for this customer?” Start with the customer, then see changes to its tickets, contacts, agreements, invoices, and time entries together across retained backups.
What must already exist
The relevant record and relationship data must have been captured successfully before the switch, deletion, outage, or change. Permissions and vendor API coverage still define what is available.
Balance changed from $1,240.00 to $0.00; related 0.75-hour time entry captured.
Detected in snapshot 1225 · Compare with snapshot 1219A practical workflow
- Select a customer and the period you need to investigate.
- Compare successful captures of the same record groups.
- Follow related tickets, contacts, agreements, invoices and time entries.
- Inspect the retained versions and their capture dates.
- Record the observed differences and resolve partial captures before drawing conclusions.
Explore the customer timeline and review the context behind ticket changes.
A useful historical record includes its capture date, source identity and relationships. Review the native workflow before planning your archive.
Invitation only
Keep your PSA history within reach
BackupPSA is invitation only. Join the waitlist and we’ll contact you about your invitation.