PracticeMaster Q&A: History Tracking

April 2023    Tags:

We believe some records were changed that we didn’t want to be changed. Is there a way to see who has made changes in PracticeMaster?

The History Tracking feature records the following information each time a record is changed in PracticeMaster:

  • The date and time the change occurred.
  • The User ID of the user who made the change.
  • The name of the field that was changed.
  • The old and new values of the field that was changed.

To view the history of a record

  1. Open the record for which you want to see the history.
  2. In the Quick Clicks pane, expand the Take Action group and then click Display History.

Note: To use history tracking, it must be enabled in PracticeMaster Customization. Additionally, only fields with the Track History check box selected in File Maintenance will be tracked.

Share or Print this Article
No votes yet.
Please wait...


Comments are closed.