General
The Audit Trail is a security and monitoring feature in the CRM system that records information about actions performed by users within the system. It documents who did what, when, and in which entity. The audit trail is used to support security, troubleshoot errors, and provide data for internal and external audits.
The system logs activities such as viewing, modifying, adding, deleting data, and inspecting relationships between different modules.
The audit trail supports data protection regulations, such as GDPR, by providing visibility into the processing of personal data and enabling verification of events at a later stage.
The audit trail brings transparency to the system and allows reviewing the historical sequence of events, especially in situations where:
- Data has changed unexpectedly
- Users need assistance in tracing error situations
- Audits or inspections require presenting log data
In later development phases, the audit view will be expanded, and log entries will become more comprehensive.
Getting Started
The audit trail can be found in the system settings (Settings > Audit Trails).
Search can be filtered by time, user, and entity. The view lists audit trail events in chronological order.
The audit trail displays the following information:
- Time – the event timestamp in UTC
- Actor – the user ID
- Request ID – a unique event identifier
- Action – the type of action performed
- Entities – the record(s) affected by the action
Types of Actions in the Audit Trail
The following action types appear in the audit trail view:
- index – opening a list view (Contacts, Accounts, Invoices, etc.)
- view – viewing a single entity
- view-relation – viewing an entity’s relation
- insert – creating a new entity
- update – modifying an entity
- add-relationship – adding a relationship between two entities
- inline / get-profile-picture / update-profile-picture – actions related to attachments or images
- delete – deleting an entity
The audit trail view supports large data volumes and lists events chronologically, providing a clear picture of how users have navigated within the system.
Notes
- Audit trail log events are read-only and cannot be modified.
- If needed, the CRM service can provide a complete event chain containing more detailed technical information.
- Change history can be further refined by using the Entity Field Change Log functionality.