Understanding Audit Logs
Audit Logs are a vital component of the CRM that provides a detailed record of all activities and changes made within various modules such as contacts, calendars, opportunities, and communication. These logs are instrumental in tracking the source of changes, ensuring data integrity, and facilitating troubleshooting.
Accessing Audit Logs
To begin working with Audit Logs, follow these steps:
Navigate to Settings: Start by accessing the settings area of the CRM. This is typically found in the main navigation menu.
Click on Audit Logs: Within the settings menu, locate and select the option for Audit Logs. This will take you to the Audit Logs area where you can view the recorded activities.
3. Apply Filters: To narrow down the logs displayed, you can apply filters based on specific criteria such as date range, module ID, or activity type. This makes it easier to find the exact information you're looking for.
Viewing Detailed Logs
For a deeper insight into the activities recorded in the Audit Logs, you can view detailed information about each entry.
Accessing Details: Locate the entry you're interested in and click on the three horizontal menu dots associated with it. This will open a context menu.
Select View Details: From the context menu, choose the option to view details. This will expand the entry to show more comprehensive information about the activity.
Expanding Additional Information: If further details are available, they can be accessed by clicking on any three horizontal dots within the expanded menu. This allows you to drill down into the specifics of the activity.
Troubleshooting and FAQs
Audit Logs Visibility
Remember, Audit Logs are only visible to Account Admins. If you're unable to view the Audit Logs, ensure that you have the necessary administrative privileges.
Filtering Challenges
If you're having trouble filtering the logs, double-check the filter criteria you're using. Ensure that the module IDs are accurate and that the filters are correctly applied.