“Audit log” in the menu (the owner and admins) shows who did what in the account. Entries are never changed or deleted. Each row has “When”, “Who” and “What” — for example, “Deleted customer Anna (to the trash)” with an “Open” link while the record still exists.
What is recorded
- Members: invitations, joining, changes of role, projects and the export right, disabling and enabling, transferring ownership.
- Projects: creating, changing, archiving, restoring, the main project, deleting.
- Customers and orders: deleting to the trash, restoring, deleting for good and merging customers; deleting and restoring orders and inquiries.
- Import and export: the start and result of an import, downloading the error file, every export (format, number of rows, names of the filters).
- Settings: the account's name, address, time zone and currency; custom fields; holidays and message templates.
Ordinary creating and editing of customers, orders and inquiries is not logged. Entries hold no personal data of customers deleted for good: only numbers.
Filters
- “Period” — dates from … to … (account time).
- “Who” — one member or “System” (what QoCRM did itself, for example finished an import).
- “Section” — Members, Projects, Customers and orders, Import and export, Settings.
- “Object” — customer, order, inquiry, project, member, invitation, field, import, account, holiday, message template.
The log of one customer is on the “Log” tab of their card.