What is management tracking?

Track changes to field values.

You can use Management Tracking to trace the changes that other users make to alter a field value or delete a field value. Much like an audit trail that tracks changes to amounts, Management Tracking tracks changes to values that are stored in the database.

Use Management Tracking to record changes to fields designated as Management Tracking fields. Then, use the Management Tracking Report to print the change log.

Use Management Deletions to record the removal of an entire value from a field and the new field value is a [blank] value. The system will save the date, time, and value that was deleted. Like the Management Tracking fields, use the Management Tracking Report to print the change log.

Before you get started

Set up the options on the Tracking tab in Organization > Organization.

Viewing changes to tracked fields

History Tracking: Open the record and navigate to the Notes tab. The change log is saved on the Notes tab.
Management Tracking and Management Deletions: Print the Management Tracking Report to review changes to Management Tracking fields and restricted fields.