PracticeMaster Q&A: Using History Tracking

March 2020    Tags: PracticeMaster

The address for one of our contacts in PracticeMaster keeps changing from Business to Home. Is there a way I can see who is changing the address?

Provided the Track History check box for the field is selected in File Maintenance, and History Tracking is enabled in Customization, you can see what has changed for the record, as well as the user who made the change. By default, the Addr_No field in the Contact file is configured for history tracking.

To view the history tracking of a contact

1. From the File menu, point to Open and select Contact.
2. On the List tab, select the contact.
3. In the Take Action group of the Quick Clicks pane, click Display History.

In the Field Name column, “Addr_No” will have one or more values in the Old Value and New Value columns, with the user who changed the field listed in the User Name column.