CRM Phase 1 - Flipbook - Page 44
STEP
PROCESS
STEP 1
Refer to Process 02.001.01 L1 Searching for CRM records to pull up the select record
the audit is to take place on.
To view information select Customer options and then select Audit.
STEP 2
Once selected the following screen will be displayed
Option
Description
Module
This is the module the audit is for.
Company
The company within the module.
Table
The table/file that is being audited.
Column
The column/field that is being audited. The drop down arrow can
be selected to draw a more specific field search.
Dates/User
A date and user search can be added to further define the results
If a column, date or user is selected click on the Search button to perform the task.
Audit Control and Record Information
02.013.10.L1 9304E
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