Comprehensive Guide to System Logs

Introduction to Audit Log Functions

The CRM's Audit Logs provide an extensive record of all actions and changes made across different modules, including contacts, opportunities, calendars, and communication systems. These logs are essential for tracking the source of changes, maintaining data accuracy, and simplifying the troubleshooting process.

Steps to Access Audit Logs

To access and review Audit Logs, follow these steps:

1. Navigate to Settings: Begin by opening the settings page, usually found in the CRM’s main navigation.

2. Select Audit Logs: In the settings area, locate the “Audit Logs” section. Clicking on this will bring up the Audit Logs dashboard, where all recorded activities are displayed.

3. Filter the Logs: To narrow down the list, apply filters based on criteria like date range, module ID, or action type. This will help you locate the specific log entry you need.

Viewing Activity Details

To view more specific details about activities recorded in the Audit Logs, you can expand individual entries.

1. Access Log Details: Locate the entry you want to inspect, and click on the three horizontal dots next to it. This opens a menu of options.

2. Click on View Details: Select the 'View Details' option from the menu to open up more information about the logged event.

3. Expand for More Info: If extra data is available, you can click the three-dot menu within the expanded view to gain more insights into the recorded activity.

Tips and FAQs for System Logs

• Limited Log Visibility: Audit Logs can only be viewed by account administrators. If you don't see them, confirm that you have admin access.

• Trouble Filtering Logs: If filtering isn’t working as expected, double-check your filter settings to confirm that the correct module IDs and date ranges are being used.