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Enterprise Change Management

Enterprise Change Management provides a centralized audit trail for every record update, creation, or deletion across the platform. Key features include granular change visibility with before-and-after field comparisons, the ability to roll back to previous versions, and linked record context for assessing dependencies. This ensures compliance, maintains data integrity, and empowers administrators with precise control.

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Change Management

Change Management Centralized Audit Trail

Centralized Audit Trail

Track every update, deletion, or creation of records across modules. Filters help admins quickly locate changes by entity, user, or date.

  • Monitor audit logs for users, workflows, and content updates.
  • Apply filters by date, entity, or modification type.
  • Search for specific entities to review activity history.

Strengthens compliance by ensuring all changes are tracked and searchable.

Granular Change Visibility

ZINFI introduces Record-Level Log History, offering field-by-field comparisons. Admins can see previous vs. current values for deeper transparency.

  • Compare before-and-after values of modified fields.
  • Highlight changes at the entity attribute level.
  • View metadata on who modified the record and when.

Improves accountability with clear, detailed tracking of user actions.

Change Management Granular Change Visibility
Change Management Roll Back to Previous Versions

Roll Back to Previous Versions

Admins can restore any record to a historical version. This ensures that accidental or incorrect updates don’t compromise system integrity.

  • Maintain complete version histories of records.
  • Select and roll back to any prior state.
  • Preserve audit logs for compliance even after rollback.

Reduces risk by enabling quick reversal of errors or unintended changes.

Linked Record Context

View related child records and lookups connected to any change. This provides a 360-degree view of dependencies and fully informs rollback decisions.

  • Drill into associated records tied to the modified entity.
  • Assess downstream impacts before rolling back.
  • Preserve relationships across modules during rollback.

Minimizes disruption by maintaining data consistency across connected modules.

Linked Record Context
Secure, Role-Defined Access

Secure, Role-Defined Access

Audit and rollback features are permission-controlled, ensuring only authorized users can view or act on sensitive change histories.

  • Restrict audit log visibility by user role.
  • Apply multi-layered access for admins vs. partners.
  • Ensure sensitive data stays protected during reviews.

Enhances security by enforcing strict role-based audit controls.

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Best Practices Resources

Browse & Access our Industry Best Practices Webinars, Best Practices Guidebooks and Analyst Reports

  • Best Practices Webinars

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    Learn how you can build a high performing channel by optimizing your partner training, recruitment, demand-gen and more.

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    Read up on how ZINFI stands out among industry competitors and what our visionary Unified Partner Management platform brings to the game.

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  • Hyperscalers, ISVs, and AI: Shaping the Future of B2B Software Distribution
  • Simplifying the Tech Stack: How PartnerOps Fuels AI-Driven RevOps Automation
  • RevOps Meets PartnerOps: Aligning Go-to-Market Execution for Scalable Growth

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