the Directory/Organization menu.
the Navigation pane, click Organizations.
on the amount of records you have within your database, the list may not
readily populate. To populate the list, perform one of the following actions:
Within the search box, type any portion of
the record and then click the magnifying glass.
Click the Show All button.
4. The Organization list
opens, displaying all organizations.
Double-click the name to open the General - Organization window.
5. Within the Show ribbon
group, click the History button. The following read only information
displays for each action performed on the organization:
– describes the completed action. For example, Add New Billing Account Org
Assoc or Update Organization.
Custom Field Name – displays
the field name of the modified information
Old Value – displays
the old information
New Value – displays
the new information
User Name - displays the username of the person who
completed the changes
Last Name/ First
Name – displays the first and last name of the user who completed the
– displays the date the action was completed.
– lists the computer’s IP address.
Work Order Number
– displays the work order number for the order completed to make the changes,
Alternatively, you can click on the lower
portion of the History button to access a menu, from the menu select Old
History. The screen changes to display a list of all action taken on the set,
to view more detail double click on the record. A window opens with a more
detailed description of the action.
6. Within the Action
ribbon group, click the Close button to return to the organization.