To perform this navigate to View Audit Trail under ‘Transactions > Management’.

• The results to Show only ‘Deleted’ Transactions

• Filter the range for date and Amount, to find the transactions on specified time frames.

• Filter the Transaction Type to limit the search to a Particular of Multiple type of transactions.

• Select a specific or multiple accounts to restrict the search to transactions related to those accounts.
• Select a specific Employee name to restrict the search to find the transactions deleted by that employee.
• Select ‘Show Inactives’ to include the Inactive transactions.
• If there is an Offset on the amount in any of the financial or adhoc reports, ‘View Audit Trail’ function helps to determine if it is due to any of the deleted transactions.

• Go to Setup > Customization > CRM Fields > Click New.
• Enter a value on Label field.
• Choose List/Record on Type field.
• Choose Transactions on List/Record field.
• Check on Store Value field.
• Check on Record is Parent.
• On Applies to > check on Event.
• On Display > Parent Subtab assigned your preferred subtab.
•  On Sourcing & Filtering > Set Filter Using to Type.
• Set Value is field to Sales Order.
• Click Save.