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 recently performed activities of 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
  • Primary Contact
  • Edit

View Audit Log

All the users with an Administrator profile or CEO role can access and view the audit log in their Zoho CRM account. However, users can only view their own and their sub-ordinates Audit Logs.

To view Audit Log

  1. Click Setup > Data Administration > Audit Log.
  2. In the Audit Log page, select User from the drop-down list.
    You can now view the actions performed on the record(s) by the selected User.

    Audit Log Details

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.
  • The Audit Log displays the activities performed within the last 30 days.

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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