How to track a record's change history in a chat-style format

Jestor has a tab dedicated solely to record updates, separate from the team's chat, that shows everything that changed on that card in a conversation-style format, without mixing field changes with the team's back-and-forth.

Why does separating change history from team chat matter?

When change history lives only inside the general chat, it competes for space with regular team conversations, making everything harder to follow separately.

How does the updates tab work in Jestor?

There's a specific updates tool on the side of the card or form, in addition to the option to also send those changes to the chat.
By default, this tab is disabled, because not every field change is something the company wants everyone to see.
You can restrict its visibility to builders only.
Once enabled, every field change appears in chat format, while the actual chat stays reserved for communication between people.
Both tabs, updates and chat, can sit side by side on the same record.

Tab	Content	Enabled by default?
Updates	Field changes on the record	No
Chat	Conversation between team members	Yes

To configure the updates tab:

In the form editor, enable the updates option.
Decide whether changes are also replicated to the chat.
Choose whether this view is available to everyone or only to builders.

Why choose Jestor to track changes separately?

Keeping change history and team conversation in separate tabs keeps the chat clean, and still offers full traceability of changes for anyone who needs to audit a record.

Frequently asked questions

Is the updates tab enabled by default?

No, it comes disabled and needs to be turned on manually in the form editor.

Can updates still also go to the chat?

Yes, that option still exists, alongside the new dedicated tab.

Can I restrict who sees these updates?

Yes, this view can be made available to builders only.

Does this replace the account's general history?

No, this tab shows the updates for that specific record, in chat format.

Reference video

Check out the Jestor YouTube channel for more content like this.

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