Problem:
1) Is there a way to have a auto date stamped when a custom type is filed out?
2) the account is being created or a special notation is being logged onto a customer. The person who checks it forgets the to input the date. is there a way to have it added the time and date of change?
3) if I have multiple managers accessing the information is there a way to track who made the change along with the date and time?
Solution:
A1) You can use the post's created date, for example:
Published on [wpv-post-date format="F jS, Y"]
A2) You can setup another custom date field, for example "my-date", create a Toolset form for editing the post, in form content display that custom date field, then users will be able to change the custom date field value.
Then in front-end, use wpv-conditional shortcode to check date field "my-date" value, if it is empty, display the post's created date
A3) There isn't such kind of built-in feature, you might consider custom codes, for example:
1) Create a new custom post type "my-post-modified", setup one-to-many between your custom post type and "my-post-modified"
2) Create a Toolset form for editing post of your your custom post type, when the managers submit the edit form, use action hook cred_save_data to trigger a PHP function
3) In this PHP function, create a new "my-post-revisions" post, and related it with current post
Relevant Documentation:
https://toolset.com/documentation/programmer-reference/cred-api/#cred_save_data
https://developer.wordpress.org/reference/functions/wp_insert_post/
https://toolset.com/documentation/customizing-sites-using-php/post-relationships-api/#toolset_connect_posts
