01What it is
The activity log records changes in the application: who performed which action, when, on which object and from which IP address.
The Deleted records tab shows what was deleted, when and by whom. Only the company owner sees the snapshot of a deleted record, together with its related records. Copies of deleted records are kept for 180 days.
The company owner sets the retention window for activity entries, from 30 to 180 days. Older entries are removed automatically once a day.
- WHO AND WHEN
- Every change with the user, date and IP.
- DELETED RECORDS
- A copy for 180 days, full content for the owner.
- YOUR OWN WINDOW
- From 30 to 180 days of retention.
02What it is for
You know what happened
A price change in a quote or a job status change always has an author.
Calm in a dispute
The change history settles doubts in the team and with the client.
A mistake you can trace
The content of a deleted record is available to the owner.
03Main options
The log has two tabs: Activity and Deleted records.
Who, when and what
Columns: when, who, action, description and IP, with a row preview.
- Filters: user, action, object, date from and to
- Search in the content of entries
- Sorting by date, person and action
What was deleted
Columns: when, who, object with its number, and record.
- The record snapshot only for the company owner
- Copies for 180 days
- Filters: user, object and dates
04Tasks step by step
- STEP 1Open Settings › Activity log, the Activity tab.
- STEP 2In the object filter choose the record type and set the dates.
- STEP 3Open the row to see the details of the change.
- STEP 1Open the Deleted records tab and find the record by date or name.
- STEP 2As the company owner expand the snapshot to see what the record contained.
- STEP 1As the company owner choose the Retention window action.
- STEP 2Enter a number of days from 30 to 180 and save.
05Actions
The most common tasks in the log.
Filter
User, action, object and dates.
Deleted records
What was deleted, when and by whom.
Retention window
From 30 to 180 days.
06What it connects to
Choose a module to see what goes into the log.
Users
Changes to accounts and permissions, and removing a second factor, go into the log.
Go to the topicUsersData import
A client import is recorded in the log with the file name.
Go to the topicData importSession and security
A change of the session time or the second factor rule has its own entry.
Go to the topicSession and security