User activity records

You can activate logging of every user activity in the CRM. Any event (system entry, browsing/editing/deleting a  contact/object/deal/activity profile, managing tasks, and any other activity in the system) will be logged in the CRM with a reference to the user involved.

To activate logging, go to Main menu — Settings — Logs in the administration panel.

Define the log time frame:

Logging is activated.

To view the log data, go to Main menu — Logs.

Use filters on the right sidebar to systematise the data:

1 — filter by event initiator;

2 — filter by users, if the initiator is a CRM user;

3 — filter by ID (for example, you can enter contact ID to view all the activity involving this contact);

4 — filter by CRM elements involved and types of activity.

You may also be interested in: Filters and search tools

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APRO CRM is a SaaS cloud solution and is hosted by our servers. The CRM is flexible and can adjust to your business needs. You will be getting all the necessary assistance from your personal adviser while using the system