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Versions

Versions is the audit history of changes made in Owner (PaperTrail-style version records).

Go to Configuration β†’ Company β†’ Versions in Owner.

The list shows:

ColumnDescription
DateWhen the change happened
AuthorWho made the change
ModelWhich entity was changed (item_subtype if present, otherwise item_type)
ActionEvent type stored in the event field
IDItem ID

You can filter by Model, ID, Action, From, and Until; open Details for a row; or export to CSV.

The Model and Action filters are free-text fields. Type the exact value (case-sensitive as stored), for example Customer or login.

There is no create, edit, or delete action on this tab β€” it is read-only.

Action values​

These are the event values that can appear in the Action column / filter. Not every company will see all of them β€” only actions that have happened for that company.

Standard CRUD and session​

ActionMeaning
createRecord created
updateRecord updated
destroyRecord destroyed (PaperTrail default delete event)
deleteCustom delete event (used on some resources, e.g. Customer, ContactPolicy, Synchro)
loginUser or customer signed in
logoutUser signed out
reset_passwordPassword reset performed
send_reset_passwordReset-password email sent to a customer

Campaigns and delivery​

ActionMeaning
send / send_test / deliverCampaign or plan send / test / delivery
schedule / cancel_schedule / remove_scheduleScheduling changes
cancel / pause / resumeCampaign lifecycle
clone / clonedClone requested / clone completed
reuse / undo_reuseReuse / undo reuse
export / export_customers / export_salesExports
update_history / *_historyHistory-related updates (e.g. send_history, pause_history)
calculate_forecast / calculate_roiForecast / ROI calculations
generate / generate_and_execute / execute / execute_step / processGeneration / execution jobs
approvePlan campaign approved
tag / retro_tag / reset_tags / score_error_tagTagging operations
rollback / restore / repeatRecovery / repeat operations

Coupons, vouchers, scores, customers​

ActionMeaning
generateCoupon generation
archive / unarchiveCoupon archive state
give_couponCoupon given to a customer
redeem_segment / print_undoRedemption-related actions
give_score / subtract_score / transfer_score / delete_scoreScore operations (incl. massive actions)
reject / runMassive action reject / run
validateCredit validation
add_card / update_cardCustomer card added / updated
recover_customer_emailCustomer email recovery

Other​

ActionMeaning
syncSynchro sync
set_productsFeature products assignment
delete_segments / delete_last_applySegment category / last-apply cleanup
create_detail / update_detail / destroy_detailReport or campaign-block report detail changes
massive_update / massive_update_errorBulk field update job / failure
cloneLoyalty rule or tier definition clone

Model values​

These are the entity names that can appear in the Model column / filter. The UI shows item_subtype when present, otherwise item_type. Filtering by Model matches either field.

Configuration and access​

ModelWhat it is
CompanyCompany settings
ConfigurationCompany configuration flags
APIKeyAPI keys
CartAdditionalCostAdditional costs catalog
CartChannelCart channels
CustomAttributesDefinitionCustom attribute definitions
ContactPolicyContact policy
CurrencyConversionCurrency conversion
CashbackConfiguration / FeatureCashbackConfiguration / ProductCashbackConfiguration / PaymentMethodCashbackConfigurationCashback configs
User / Account / CustomerOwner users / accounts / customers (STI may appear as Account with subtype)
UserRole / UserRoleGroup / RoleGroup / RoleGroupRole / RolesPermission / GlobalRoleRoles and permissions
TermConditionTerms and conditions

Customers, data, audiences​

ModelWhat it is
ProfileCustomer profile
CustomerAttributeDefinitionCalculated / customer attribute definitions
Segment / SegmentCategoryAudiences and categories
Location / LocationTaxonomy / LocationTaxonomyTermStores and location taxonomies
Product / Feature / FeatureTaxonomy / FeatureInternalProducts and features
PaymentMethodPayment methods
FilterFilters
PeriodPeriods
SynchroSync jobs
BigqueryJob / BigqueryJobStepBigQuery jobs

Loyalty and promotional engine​

ModelWhat it is
LoyaltyRule / LoyaltyRuleCategory / LoyaltyRuleConfiguration / LoyaltyRuleHistory / LoyaltyRuleLineAttribute / LoyaltyRuleMomentPoints campaigns (new engine) and related
CustomEntityLoyaltyRule / CustomerAttributeLoyaltyRuleLoyalty rule links
Promotion / PromotionalDiscountPromotions / discounts
Coupon / Voucher / Redemption / CreditCoupons, vouchers, redemptions, credits
Reward / RewardCategory / RewardCodeBatch / RewardTaxonomy / RewardTaxonomyTermRewards
TierDefinitionTiers
ChallengeDefinitionChallenges
MassiveActionMassive loyalty actions
MotivatorLineAttribute / CustomEntityMotivator / CustomerAttributeMotivatorLegacy motivator-related

Campaign personalization and messaging​

ModelWhat it is
Campaign / CampaignCategory / CampaignTemplate / CampaignHistory / MembershipCampaignHistoryTargeted delivery campaigns
CampaignHistoryCoupon / CampaignHistoryMessage / CampaignHistoryChallengeCampaign history subtypes
CampaignBlock / CampaignBlock::History / CampaignBlock::CustomHistory / CampaignBlock::Report / CampaignBlock::CostByCategory / CampaignBlock::LocationROICampaign blocks and related
Plans::Plan / Plans::CampaignPlan / PlanIntelligent Delivery plans
Message / MessageCategoryMessages
NewsTaxonomy / NewsTaxonomyTermNews taxonomies
RecipeRecipes
AlertAlerts
Report / ReportDetailReports
ConnectorActionConnector actions
tip

Start with a Model filter (e.g. Coupon, LoyaltyRule, Customer) and optionally narrow by Action (update, login, send). Use ID when you already know the record id.