LeadMaster F.A.Q – records can disappear from a workgroup

Is there a way to check to see if records were deleted from particular workgroup and if so who deleted them and when?

    • There are 3 ways records can disappear from a workgroup:
  1. Records can be archived
  2. Records can be deleted
  3. Records can be backed out
  • Archived Records: Iif records have been archived, then you can search the archives if you have permission.

Make Archive Record

  •  Deleted and Backed Out Records: LeadMaster tracks a variety of actions in the system including deleted and backed out records.  Submit a request to support with the dates in question and the name of the workgroup and they can do a search through the logs
  • Records can be deleted Restoration of deleted files is available for a fee.  Please note, this requires reverting to a previous day’s backup, which will result in the loss of any data, entered into the system for the current day.

 

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