Turn on Audit Tracking for CRM

Modified on Mon, Jan 13 at 11:59 AM

To turn on audit tracking in CRM:
Go to Advanced Settings > Auditing

Select Global Audit Settings

Ensure Start Auditing is checked off and hit Save.


To begin viewing the Audit History:
Select Audit Summary View

On the summary view, enable the filter.
Under Entity select Custom Filter to sort the logs by entity type.


In the drop down select Equals > [Select preferred entity for audit history]
  
Then apply additional filters as needed to narrow down the search

Select a record by clicking on the white space. A page will pop up identifying the field(s) which was updated. 

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