View the CRM Notes Audit Trail window

The CRM Notes Audit Trail window shows changes to a particular cell in the CRM Notes Summary window.

To open the CRM Notes Audit Trail window

• On the CRM Notes Summary window, double-click the Headline for the CRM Note whose audit trail you wish to view.

  

  The CRM Notes Audit Trail window opens.

  

  The window lists the version of the note in chronological order, with the original at the top. The first row in the CRM Notes Audit Trail window is the original CRM note that was created at the time listed in the Modified cell. The rows below are the edited versions of the CRM Note. The content that was changed in each revision is highlighted in red.