User Audit Log
gathering votes
Jonathan Schultz
There needs to be a way to track who made changes in the CRM.
For example, actions taken by CRM Champion users, such as account suspension, or role assignmentt.
Activity Feed
Sort by
J
Jacob Coleman
Merged in a post:
Audit Log
B
Bryce Baalbergen
Add the ability to view and download an audit log, in order to track all back end actions, profile / access updates, and store setting changes within the CRM.
Shelby Parker
Hello Bryce Baalbergen! I have a few more questions for you:
- What specific types of actions or changes should be included in the audit log?
- How frequently do you anticipate needing to access or download the audit log?
- Who within your organization would primarily use this audit log feature?
B
Bryce Baalbergen
Shelby Parker 1. Specified user permissions changes, New Users added, Users disabled, Security changes, store settings changes, Lead Distribution updates, User Role updates, Role permission updates, Business rule changes.
- On a Bi-Monthly basis, potentially on a monthly basis.
- All members of Management, or Administration, Expert Users, as well as team members handling lead management.
Michele McCoy
gathering votes
Thank you for your feedback request. I am going to move this one to Gathering Votes.
Drew Adler
Merged in a post:
Audit Log
T
Troy Burns
There needs to be way track who may changes in the CRM.
Shelby Parker
Great to hear your perspective, Troy Burns! I have a few more questions for you:
- What specific changes or actions would you like to be tracked in the audit log?
- How frequently do you anticipate needing to access the audit log?
- Who in your organization should have access to view the audit log?
T
Troy Burns
1.Actions taken by CRM Champion users, such as account suspension, or role assignment.
2.Whenever its needed
3.Morgan Expert Users
Shawn Goebel
closed
Shawn Goebel
under review
Shawn Goebel
Thank you for the feature request! We are not planning to move forward with adding this to DriveCentric. Thank you again for the feature request and have a great day!
Shawn Goebel
Merged in a post:
Audit Log in Reporting
Jonathan Schultz
See the list of changes made to each report and by who.
Jonathan Schultz
open
Load More
→