Symptom / Need

The user wants to know what types of actions are recorded in the wolkvox CRM change log to audit or track configurations, transactions, or activities performed in the system.

Context / Scenarios

Within the path: Settings > General > CRM Change Log, you can view a history of changes made in wolkvox CRM. This section allows you to filter by date, search by keywords, and download a file with detailed logs. The "Action" column displays the different types of changes made, and it's important to understand the meaning of each one.

Answer (Solution / Recommendation)

Below is a list of all possible actions that may be logged in the wolkvox CRM change log, along with an overview of their meaning:

Access and authentication actions

• Login user : Successful login by a user.
• TOKENS RESTARTED: Daily reset of the authentication token usage counter.
• Added token: A new token has been added for integrations or logins.
• Deleted token: An existing token was deleted.
• Changed password / Password edit: Change or edit password.

Actions related to users, profiles and groups

• User created : Creating a new user.
• User edit / User edit profile: Editing a user's profile or settings.
• Profile added: A new user profile was created.
• Profile modified / Profile modified administrator: Modification of the permissions or attributes of a profile.
• Profile deleted: Deleting an existing profile.
• Group added: A new user group was created.
• Group modified: Changes were made to a group.
• group deleted: A user group was deleted.
• Added roles: Roles were added to a user.

Actions on modules

• Module added: A new module was created.
• Module deleted: A module was deleted.
• Edited shared modules: Shared modules were edited.
• Add shared module: A shared module has been added.
• New module labels: New labels have been configured in a module.

Actions on fields, forms and structure

• Field added: A new field was added to a module or form.
• Field modified: An existing field was modified.
• Edit field / Edit case field: Specific editing of a case field.
• Delete field: Deleting a field.
• Add case field: Added an exclusive field for the case module.
• Delete case field: Deleting a case field.
• Add dependents / Add case dependents: Dependent (conditional) fields have been configured.
• Add combined / Edit combined / Delete combined: Worked with combined fields (field compositions).
• Updated positions fields / Updated case positions field: Reordering fields within a module or form.
• Fields presentation: Changes in the visual presentation of the fields.
• Add rule field: A rule or condition was added to a field.

Actions on records and cases

• add / Add record: Create a new record.
• edit / Edit Record / Edit Record finished: Editing a record.
• Added case: Creating a new case.
• Edited case: Editing an existing case.
• Deleted record / Delete a record: Deleting a record.
• Massive delete: Mass deletion of records.
• Case submodules saved: Changes to case-related submodules have been saved.

Actions on notes, reports, and templates

• Added note: A note was added to a record.
• Add Report / Edit Report / Delete Report: Actions related to creating, editing, or deleting custom reports.
• Added template / Edited template / Delete templates: Manage email templates, forms, or other reusable elements.

Actions related to integrations and APIs

• Insert import: Importing data into CRM (via file or other means).
• Sending data by API: Sending data to an external system via API.
• Finish process data from query api: Completion of a data extraction process from an API.
• Finish process data from query api - no records found: The API query completed without finding any records.
• Agent API Call / Agent API Typify: API call made by an agent or related to automatic typing.
• addNotify: An automatic notification has been set up.
• SMTP/MG credentials: SMTP or Mailgun credentials have been added or modified.
• formWeb added / formWeb edited / formWeb deleted: Actions related to wolkvox CRM web forms.

Configuration and customization actions

• Added params to module: Configuration parameters were added to a module.
• Edited Config Currency value / Edit Config Currency: Changes to the currency value configuration.
• Change in licenses: Adjustments were made to the system licenses.
• Disabled CRM: CRM has been disabled for one or more users.
• Add language selected: A new language has been configured in the interface or forms.
• Social activate: Activation of a social channel or integration.
• Create form: Creating a new form in CRM.
• Added schedule: A schedule or event has been added.

Advanced actions and other changes

• Generate result: Generation of a result.
• Edit module prompt: Editing module messages or instructions.
• Edit button: Editing buttons within forms or interfaces.
• updateActivity / Activity added / Activity all edit: Changes or addition of activities within the CRM.