Audit Trails
Introduction
The audit trails enable tracking the operations made by the users. This includes seeing who was where in the system and at what time, and if the operation was done to a certain entity, the audit trails show also the entity.
The audit trails are a way to find out and track what has been done and by whom, although they do not show what exactly was the operation the user did or which fields on the entity were influenced by it. If there is a need for more thorough knowledge of what a certain user has done at a certain time, it is recommended to be in contact with your CRM-service supplier.
Tracking the Data Operations Performed by Users
You can see the audit trails in Settings → Audit Trails.
In audit trails, the operations are in ascending order by date. The trail shows the user, module, record (=entity), action and action date. The trail shows which module and entity were the targets of the operation, but the action itself will be saved as a system’s internal “Action ID” which is not shown in plain language.
The audit trail can be filtered with the functions above the table (see the picture below). Checking the Entity actions only checkbox will only show the actions that have target entities. With the calendar fields you can filter a certain time period. The User and Entity buttons can be used to filter only the actions of a certain user(s) or target entity(ies).
