Symptom / Need

I need to audit changes made to my wolkvox CRM operation to maintain a record of user activity, verify data integrity, identify unauthorized actions, and troubleshoot issues related to platform modifications.

Context / Scenarios

The "CRM Change Log" section functions as a detailed audit log that records all relevant actions within the platform. This tool is essential for administrators and supervisors who need complete visibility into system events, from user logins to field and record modifications. Filters can be applied by date and action to find specific events, and, if necessary, the history can be downloaded to an Excel file for further analysis.

The log details a wide range of actions, including:

• User management: Login user, Password edit, User edit.
• Module and field modifications: Add case field, Delete field, Edit field.
• Record management: Add record, Edit Record, Delete case field.
• Configuration management: Edited Config Currency value, Edited template.
• System events: TOKENS RESTARTED, Exporting crm.

Answer (Solution / Recommendation)

To access and use the change log in wolkvox CRM, follow these steps:

Access the Change Log

1. In the left side menu, click the gear icon (Settings).
2. Click on the "General" tab.
3. Select the "CRM Change Log" tab.

Filter and search records

• To search for records within a specific period, use the "Start Date by End Date" field. You can manually select a date range or use predefined options such as "Last Week," "Last 3 Months," or "Last 6 Months" in the calendar.
• To search for a particular action, use the "Search" text field and enter the action name (e.g., Add record, Login user, User edit).
• After setting the date filters, the "Search" and "Download" buttons will appear.
• Click "Search" to display the records in the table or "Download" to obtain an Excel file with the results.

Query and browse records

1. To view a record's details, click the > button next to it. A box will expand, displaying detailed information such as the wolkvox ID, action, module, user, date, and event details.
2. To adjust the number of records per page in the table, use the pagination filter at the bottom of the screen. You can select between 10, 20, 50, or 100 records per page.
3. The pagination section also displays the total number of records found and the current page you are on.