Log tracked fields. A tracked field is a field the system is monitoring. When a field is tracked the system will create a log file that records when, what, and who made changes to the field content. Some fields contain sensitive information that may change the way a routine calculates or a report runs. For example, you may want to track changes to the customer's account number, social security number, or birth date.
1. Open Cash Receipting > Organization > Organization.
2. Click to select the Tracking tab.
3. Click to select [+] to expand a section in the Tracking table.
4. Find the field you want to track.
5. Click to select the checkbox in the column titled History Tracking.
Cash Receipting will track changes to the selected field.
1. Open Cash Receipting > Organization > Organization.
2. Click to select the Tracking tab.
3. Click to select [+] to expand a section in the Tracking table.
4. Find the field you want to track.
5. Click to select the checkbox in the column titled Management Tracking.
Cash Receipting will track changes to the selected field. But the changes will only print on the Management Tracking report.
1. Open Cash Receipting > Organization > Organization.
2. Click to select the Tracking tab.
3. Click to select [+] to expand a section in the Tracking table.
4. Find the field you want to track.
5. Click to select the checkbox in the column titled Management Deletions.
Cash Receipting will only track changes when the contents in the field are deleted.
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