Symptom / Need

The user needs to review changes made to CRM records, including updates, deletions, or additions, to verify history or audit user actions.

Context / Scenarios

This functionality is useful when:

• You want to know which user modified a specific field in a customer record.
• It is necessary to review accidental or intentional deletions.
• The team's behavior is audited against the information stored in the CRM.
• An investigation is underway into when and what data was altered.

Answer / Solution

Wolkvox CRM offers a feature called "Change Log," which allows you to view a detailed history of changes made to CRM data. To use it, follow these steps:

Access to the change log

1. Click the "Settings" button in the left side menu.
2. Go to the “General” tab.
3. Select “CMR Change Log.”

Date range selection

1. Use the calendar type field to select a start date and an end date.
2. You can select predefined date ranges such as “Last Week,” “Last Month,” “Last 3 Months,” “Last 6 Months,” or “Last Year” to make your selection easier.

Search and download files

1. Make sure you have set the date range.
2. Click “Search” to update the table of records and “Download” to download an “.xls” file with the data obtained based on the search performed.
3. Use the “Search” field to filter by action or module if necessary.

Viewing details

• In the main table, each record contains a “>” sign that allows you to open that record for additional details.
• Details include the logged action, the affected module, the user who performed the action, the date the event occurred, and the action details.

Navigation and page configuration

• Use the “<” and “>” buttons to navigate between pages of records.
• Select the number of records per page (10, 20, 50 or 100) according to your needs.