User Management - Settings Log

Learn how the CRM logs changes made for an account.

Ruba

9 Mar, 2021 - Updated 1 year ago

Introduction

Was there a change in the CRM settings that you do not remember making? Want to know about a user’s activity on the Settings page?

The Settings Log can provide you with all this information and more...

The Settings Log keeps a record of all the changes made to CRM settings. When you know what changes were made, it helps you troubleshoot problems better.

Consider the example below.

Ari Gale, who is VP of Sales, creates a workflow with the following specifications.

Module: Opportunities
Condition: Sales Stage is Value Proposition
Action: Create a follow-up event

Chris Tellmore, who is a Sales Manager, modifies the workflow as follows.

Conditions: Sales Stage is Value Proposition and Expected Close Date is 2 weeks later
Action: Send a follow-up email to the customer

In this scenario, Ari Gale would not know who has made the changes or if any changes were made unless he checks the workflow himself. With the Settings Log, Ari Gale can audit the activities done on settings and get all the details at a glance.

Now that we know what the Settings Log is used for, let us learn in detail about it.

Feature Availability

	Sales/Help Desk Starter	Sales/Help Desk Professional	Sales/Help Desk Enterprise	All-in-One Professional	All-in-One Enterprise
Feature Availability
Settings Log	✓	✓	✓	✓	✓

Information Available in the Settings Log

Note: To access the Settings Log, you must be an Admin user.

Follow these steps to access the Settings Log:

Log in to your CRM account.
Click the User Menu on the top right corner of the CRM screen.
Click Settings.
Look for the User Management section.
Click Settings Log.

When you land on the Settings Log page, you will see the information listed below.

Field Name	Description
User Name	The name of the user who made the change.
Module	The module in which the change was made, for example, Workflows, Groups, etc.
Record ID	The unique ID of the record that was changed. This value is not available in the CRM, it is fetched from the backend.
Record Label	The name of the record on which the change was made.
Changed On	The date and time of the change.
Status	The type of change: Created - Record was created Updated - Record was updated Deleted - Record was deleted
IP Address	The IP address of the user who made the change.
Data	The data that was changed. Note: When Status = Updated, you can see the prevalues (values that existed before the update) and postvalues (updated values).

Filters Available in the Settings Log

You can filter the Settings Log by user, date, and module. You can filter by all the parameters at once or by a single parameter at a time.

Follow these steps to filter the Settings Log:

Log in to your CRM account.
Click the User Menu on the top right corner of the CRM screen.
Click Settings.
Look for the User Management section.
Click Settings Log.
Apply the filters as follows.
- Filter by user:
  1. Click the drop-down on the top left side of the column names.
  2. Select a user.
- Filter by date range:

Click inside the Select date range text area.
Pick the start date from the left and the end date from the right side.
- Note: You can also use the shortcuts shown below the calendar to set the date range.
Click the Close button.

Filter by module:

Click the Select settings drop-down.
Pick a module.

Click Search located on top of the first column name.

You will see the log filtered by the options you choose in Step 5.

Note:

You can skip to the next and previous pages by clicking the right and left arrow located on the top right side of the page.
Refresh the page (CTRL+R) to clear the filters.

Articles in this section

User Management - Settings Log

Table of Contents

Introduction

Feature Availability

Information Available in the Settings Log

Filters Available in the Settings Log

Related articles

Comments 0