Settings
Audit Log
Review qualifying workspace activity and changes
Audit Log provides a chronological reference for supported actions across the CRM workspace
What this workspace includes
- Activity list
- Actor and timestamp
- Action type
- Related record context
Complete workflow
- 1
Choose a period
Open the activity window
- 2
Filter when available
Narrow to the relevant action or actor
- 3
Inspect an entry
Review its timing and record context
- 4
Continue to the source
Open related work when available
How records and settings behave
- Entries preserve qualifying activity
- Visibility follows workspace access
- The log is a reference rather than an editing view
Working effectively
- Use it to confirm change timing
- Review source records for current state
- Keep team access current
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Audit Log?
Open the activity window
When is my work saved?
Entries preserve qualifying activity
How do I confirm the result?
Return to the related list or detail view and review its current status. The log is a reference rather than an editing view