Introduction
This feature allows you to track all the changes made within your CRM, including deletions. It's a handy tool that helps you keep an eye on all the activities and changes made by different users. Let's dive into how you can use this feature effectively.
Step 1: Accessing and Using the Delete Log
Start by navigating to your configurations and then click on Status and logs
In the Delete Log, use the filter to find specific deletions. This is helpful when you're looking for a particular item or type of deletion.
The filter is quite powerful, allowing you to see changes made to different items, like customer products, and by different users. For example, if you want to see what changes a specific user has made, you can do so using the filter.
Step 2: Use the log filter on organisations
You can also access the Delete Log through the log feature on an organisation. Keep in mind that you'll need the new log to use this option.
In this section you will find a filter that lets you sort the log by creation, updates, etc., and here you can also find the Delete Log, which allows you to see what was deleted for a specific customer, when it was deleted, and who did it.
This log isn't just for tracking deletions. It also shows what changes have been made to your CRM, who made them, and when they were made. This can be a great tool for auditing and accountability.