Symptom / Need

I need a detailed log of all data import and export operations performed in wolkvox CRM to verify process status, troubleshoot errors, and audit user activity.

Context / Scenarios

Wolkvox CRM offers a history feature that records all record import and export actions. This tool is essential for maintaining control over information management, allowing administrators and users to monitor task status, identify potential errors, and ensure data integrity in the system.

The history provides key information such as the creation date, the user who performed the action, the type of operation (import or export), the affected module, the date range of the records, the number of records processed, the notification email, and the status of the operation.

Answer (Solution / Recommendation)

To view the import and export history of records in wolkvox CRM, follow these steps:

1. In the left side menu of wolkvox CRM, click the gear icon button (Settings).
2. Then, click on the "General" tab.
3. Within the "General" section, click on the "Export Modules" tab.
4. Finally, click on the "History" tab to view the table with the record of all import and export operations.