Audit your address book with Maximizer CRM

 

By enabling the auditing feature for your Address Book, you can retain a record of changes made to your entries, manage the audit logs, and view the system audit report. Auditing Maximizer gives you the ability to log a history of changes made to entries in your Address Book.

You have to enable and configure Auditing preferences for the Address Book module to allow users to view audit logs and this can be done in the administrator console. When Auditing is enabled, a history of the changes made to the basic fields, user-defined fields, notes, and documents of your entries will automatically be saved to the audit log.

If the logged-in user has the Read audit log privilege and the system administrator has enabled Auditing, the audit log is displayed in the Auditing tab of the following pane.

 

  1. In the left pane, under Preferences, select Auditing.
  2. Click Edit Audit Settings to enable auditing options for your entries.
    The Audit log ignores Full and Read Access settings for user-defined fields, notes, and documents and displays history for all changes, regardless of security settings.
  3. For each of the entry types you want to Audit, select the changes you wish to log.
    • Select the Fields checkbox to track changes made to basic fields and user-defined fields.
    • Select the Notes checkbox to track changes made to notes.
    • Select the Documents checkbox to track changes made to documents.
  4. Click Save.