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Partner Relationship Management and High Tech > Funds > Managing Funds > Reviewing Fund Activity

Reviewing Fund Activity

You can review the fund activity for records that you manage, or if you are the fund administrator at your company, for all your company’s funds and fund requests. This allows you to monitor and track fund activity.

To review a fund’s activity

1. Select the fund.

   For instructions on selecting funds, see Finding Records.

2. On the Fund Detail page, scroll down to the Audit Trail section.

   The list traces each activity concerning the fund, including transactions, dates, and people involved.

   NOTE: You might want to add the Audit Trail section to your layout. For more information, see Changing Your Detail Page Layout.