CRM Help

Monitoring Audit Logs

The Audit Log is a chronological sequence of entries, each resulting from the actions performed by the Users in Zoho CRM. It displays the activities performed by the users. They can be helpful to determine the happenings before and after an event and also to identify records associated with certain events.

Availability

Profile Permission Required: Users with the Administrator profile can access this feature.

The Audit Log feature captures the following actions performed in the modules:

Modules Actions Performed
  • Leads
  • Accounts
  • Contacts
  • Potentials
  • Activities
    (Tasks, Events, Calls)
  • Add, update, delete records
  • Mass update and mass delete
  • Import and export records
  • Lead conversion
  • Delete from Recycle Bin
  • Rollback
  • Restore deleted records
  • Restore records in bulk
  • Find and Merge Duplicates
  • Deduplicate Records
  • Map fields for Lead Conversion
  • Campaigns
  • Solutions
  • Vendors
  • Quotes
  • Sales Orders
  • Purchase Orders
  • Invoices
  • Delete records
  • Cases
  • Price Books
  • Delete records
  • Import and export records

The Audit Log feature captures the following actions performed in the Setup:

Features Actions Performed
  • Email Templates & Folders
  • Inventory Templates & Folders
  • Mail Merge Templates & Folders
  • Auto Response Rules
  • Rule Entry for Auto Response Rule
  • Workflow Rules
  • Workflow Alerts
  • Workflow Tasks
  • Workflow Field Updates
  • Workflow Follow-ups
  • Webhooks
  • Case Escalation Rules
  • Rule Entry for Case Escalation Rules
  • Web Forms (Leads, Contacts, Cases)
  • Business Hours
  • Roles, Profiles, Groups
  • Reports & Report Folders
  • Assignement Rules
  • Rule Entry for Assignment Rules
  • Web Tabs
  • Create
  • Delete
  • Edit
  • Users
  • Add
  • Edit Details
  • Auto Response Rule's Status
  • Case Escalation Rule's Status
  • Web Form's Status
  • Activate
  • Deactivate
  • Field Dependency Mapping
  • Create
  • Edit
  • Super Administrator
  • Edit

View Audit Log

The Audit Log gives you a chronological sequence of actions performed by users in your organization. Users in the Administrator Profile or CEO Role can access and view the audit log in their Zoho CRM account. However, other users can only view their own and their sub-ordinates' Audit Logs.

To view Audit Logs

  1. Log into your Zoho CRM account.
  2. Click Setup > Data Administration > Audit Log.
    The Audit Log page displays all the actions performed by all users from the time the CRM account was created till date.

Audit Log Details

Since the Audit Log is quite exhaustive, it could be quite tiresome to sift through the entries if you are looking for a few specific details. For example, if you wish to see only the records added by a particular user or a list of actions performed in the last 7 days, it could be difficult to find those specific entries among a huge list. In such a case, you can use the Filter options offered to you and narrow down on the entry/entries you are looking for.

To filter the entires in the Audit Log page

  1. Select an Entity, in order to view the log of actions performed on an entity. You can do one of the following.
    • Choose a specific module to view the log of actions performed on that module only. For example, Leads.
    • Choose Setup to view the log of all Setup related actions only.
    • Choose All Entity to view the log of actions performed on all the modules as well as Setup related actions.
  2. Select a User, in order to view the log of actions performed by a particular user. You can do one of the following.
    • Choose a specific user to view the log of actions performed by that user.
    • Choose All users to view the log of all actions performed by all users in your organization.
  3. Select an Action, in order to filter the entries based on the actions performed on the records.
    • Choose an action among Added, Updated and Deleted depending on your requirement.
    • Choose All Actions to view the log of all the three actions.
  4. Select a Time, in order to view the log of actions performed in the chosen timeframe. Choose among the following options.
    • Today
    • Last 7 Days
    • Last 30 Days
    • A Specific Date
    • A Date Range

For example, if you wanted to view all the records added by a specific user in the Leads module in the last 7 days

  • Choose Entity as Leads.
  • Choose the desired User.
  • Choose Action as Added.
  • Choose the Time as Last 7 Days.

The audit log will be displayed according to the above filters.

Note

  • Users can only view their own and their sub-ordinates' Audit Logs.
  • Administrators can view the logs of sub ordinates, and the CEO has the privilege to view logs of all users.

Export Audit Log

You can export the audit log entries in a CSV format.

To export audit log entries

  1. Log in to Zoho CRM with Administrator privilege.
  2. Click Setup > Data Administration > Audit Log.
  3. In the Audit Log page, click Export Audit Log.
    The entries will be exported in a .csv format.

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