User activity records

You can activate logging of all user activity in the CRM. Any event (system entry, contact/object/deal/activity profile browsing/editing/deleting, 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 — Logging in the administration panel.

Define the log time frame:

Logging is activated.

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

Use filters on the right sidebar to systematize the data:

1 — event type by its initiator;

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

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

4 — filter by objects and types of activity.

You may also be interested in: «Contact Warmth»

Back to Contents

INTRUM 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.