PracticeMaster Q&A: Deleted Client Trail

January 2021    Tags: , ,

We had one of our clients go missing in the system and want to look into a backup from before they were deleted. How can we identify when a client was deleted?

Any time a client is added, changed, or deleted, an entry is added to the Support Log. The Date, Time, and User are tracked for each addition, change, and deletion so you can easily see who deleted the client and when.

To open the Support Log for Client File Information

  1. From the View menu, point to Log Files and select Support Log.
  2. For the Features option, select Specific.
    1. In the Select Features window, select Client File Information.
    2. Click OK.
  3. Click Print.

Tip: From the preview window, click the Search button to help find the missing Client ID.

Note: You may need to run this same report in Tabs3 Billing if the client was deleted from Tabs3 Billing instead of PracticeMaster.

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