Introduction

wolkvox CRM allows you to audit the changes made in the CRM operation to maintain a record of user activity, verify data integrity, identify unauthorized actions, and troubleshoot issues related to modifications in the platform.

The "CRM Change Log" section functions as a detailed audit log that records all relevant actions within the platform. This tool is fundamental for administrators and supervisors who need full visibility into system events, from user logins to modifications in fields and records. Filters can be applied by date and by action to find specific events and, if necessary, download the history in an Excel file for deeper 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 Handling: Add record, Edit Record, Delete case field.    
• Configuration Management: Edited Config Currency value, Edited template.    
• System Events: TOKENS RESTARTED, Exporting crm.    

CRM Change Log in wolkvox CRM

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

Accessing the Change Log

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

Filtering and searching records

• To search for records within a specific period, use the "Start Date to End Date" field. You can select a date range manually or use predefined options like "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 get an Excel file with the results.    

Consulting and navigating the records

1. To view the details of a record, click the > button next to the record. A box will expand, showing detailed information such as the wolkvox ID, action, module, user, date, and event detail.    
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 shows the total records found and the current page you are on.