Activity Log

🔍 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: #

1. Navigate to: Utilities > Activity Log
2. Use the top filters to narrow logs by:
   • Staff member
   • Date range
   • Module (e.g., Invoices, Projects)
3. 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?”).