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Module Management - Modules
User Management - Settings Log
Learn how the CRM logs changes made for an account.
R
Ruba
9 Mar, 2021 - Updated
1 year ago
Table of Contents
Introduction
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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.
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Now that we know what the Settings Log is used for, let us learn in detail about it.
Feature Availability
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Information Available in the Settings Log
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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.
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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:
- Click the drop-down on the top left side of the column names.
- Select a user.
- Filter by date range:
- Filter by user:
- 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.
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