Monitoring Audit Logs | Online Help - Zoho CRM

Monitoring Audit Log

The Audit Log is a chronological sequence of entries, each resulting from the actions performed by Users in Zoho CRM. Audit logs are helpful to determine what has happened before and after an event, and also to identify records associated with certain events.

Availability
Permission Required
Users with administrative 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

Audit log displays the activities performed by users in your organization with the CRM account. Users in the Administrator Profile or CEO Role can access the audit logs. 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. Go to Setup > Security Control > Audit Log.
    The Audit Log page displays all the actions performed by all users for the last 60 days.

Audit Log Details

Since the Audit Log is quite exhaustive, it could be 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 or entries you are looking for.

To filter the entries in the Audit Log page

  1. Select an
     
    Entity, in order to view the log of actions performed on that entity. You can choose from 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 Entities 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 particular user only.
    • 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 that have been performed on the records.
    • Choose an action among AddedUpdated and Deleted actions depending on your requirements.
    • 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.
    • Anytime
    • Today
    • Last 7 Days
    • Last 30 Days
    • A Specific Date (which falls within the last 60 days)
    • A Date Range (which falls within the last 60 days)

For example, if you want 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 the logs of all users.

Audit Log for Workflow Rules

You can view details of every update made to the workflow rules in the audit log. Every action performed in a workflow such as, create, edit, update, delete, modify, locking a rule or adding action and so on will be displayed along with the details of the update. Also, you can view the changes made to the execution conditions by clicking on View Changes. 


Export Audit Log

You can export the audit log entries in CSV format.



To export audit log entries

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

Troubleshooting Tips


SEE ALSO

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us: support@zohoforms.com

                                                                       
                            



                            






                                  You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                      Manage your brands on social media

                                        Zoho Desk Resources

                                        • Desk Community Learning Series


                                        • Digest


                                        • Functions


                                        • Meetups


                                        • Kbase


                                        • Resources


                                        • Glossary


                                        • Desk Marketplace


                                        • MVP Corner


                                        • Word of the Day


                                          Zoho Marketing Automation

                                            Zoho Sheet Resources

                                             

                                                Zoho Forms Resources


                                                  Secure your business
                                                  communication with Zoho Mail


                                                  Mail on the move with
                                                  Zoho Mail mobile application

                                                    Stay on top of your schedule
                                                    at all times


                                                    Carry your calendar with you
                                                    Anytime, anywhere




                                                          Zoho Sign Resources

                                                            Sign, Paperless!

                                                            Sign and send business documents on the go!

                                                            Get Started Now




                                                                    Zoho TeamInbox Resources



                                                                            Zoho DataPrep Resources



                                                                              Zoho DataPrep Demo

                                                                              Get a personalized demo or POC

                                                                              REGISTER NOW


                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now







                                                                                              You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                              You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                    • Related Articles

                                                                                                    • FAQs on Audit Logs

                                                                                                      What is an audit log and how is it helpful? An audit log, also known as an audit trail, is a record of all the actions that each user in your CRM account performs, displayed in chronological order. An audit log can help identify which user performed ...
                                                                                                    • Data Administration - An Overview

                                                                                                      The purpose of the Zoho CRM data administration tools are to guide the CRM Administrator in creating, verifying and ensuring data integrity by maintaining relationships and implementing access controls throughout the databases. Based on the ...
                                                                                                    • Requesting Data Backup

                                                                                                      Data Backup allows you to maintain a copy of CRM data that may be mandatory in to abide by company's guidelines and regulations. It also helps to have a copy of previous data for reference. Availability Permission Required Users with administrative ...
                                                                                                    • Troubleshooting Recycle Bin and Audit Log

                                                                                                      1. I have accidentally deleted a large number of records from Zoho CRM and we have used our two monthly free backups. How can I get my data back? If you have deleted those records within the last 60 days, you can retrieve the data from the Recycle ...
                                                                                                    • Data Enrichment

                                                                                                      The quality of your CRM data is of the utmost importance for your business, because when it comes to selling, it all starts here. When the data is incomplete or incorrect, sales reps lack the ability to understand your prospects or their needs ...
                                                                                                      Wherever you are is as good as
                                                                                                      your workplace

                                                                                                        Resources

                                                                                                        Videos

                                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                        eBooks

                                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                        Webinars

                                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                        CRM Tips

                                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                                          Zoho Show Resources