🔍 What it is: #
A complete, time-stamped record of every significant action performed by users across the CRM system — including logins, invoice updates, customer edits, task completions, file uploads, and more.
🧠 Why it’s important: #
- Helps with accountability — track exactly who did what, and when.
- Useful for auditing, dispute resolution, and compliance.
- Helps troubleshoot unexpected changes or missing data.
✅ How to Use: #
- Navigate to:
Utilities > Activity Log
- Use the top filters to narrow logs by:
- Staff member
- Date range
- Module (e.g., Invoices, Projects)
- Click on any entry to see more details — often it shows:
- Who performed the action
- What item it was (e.g., Invoice #123)
- Timestamp
- IP address (if enabled)
💡 Pro Tip: #
Use this to reconstruct a timeline of what happened to a record (e.g., “Why did a contract disappear?”).