CRM Phase 1 - Flipbook - Page 45
STEP
PROCESS
STEP 3
To investigate which user created a particular CRM record select Tools from the
toolbar, followed by Record Information.
STEP 4
The following screen will then by displayed.
The information displayed will show when the customer record was created, by whom,
when it was last edited and who last edited it:
Audit Control and Record Information
02.013.10.L1 9304E
Page 45 of 115
