AUDIT LOGS

JOBVIZER CRM VIDEO TUTORIAL

What Audit Logs Do

Audit Logs are the account's source of truth for who did what and when. Every meaningful action, creating, updating, or deleting something, is captured with a timestamp, the user who performed it, which module it happened in, and what specifically changed. This exists for three practical reasons: troubleshooting unexpected changes, holding team members accountable, and meeting compliance requirements in regulated industries.

If something breaks and nobody remembers changing it, Audit Logs are almost always the fastest way to find out what actually happened.


Where to Find It

Go to Settings → Audit Logs.

The log table shows a running record of activity across the account, with details opening in a right-side drawer rather than a separate page, so the table position is never lost while reviewing an entry.

Access restriction: Only admins (and, where applicable, super admins) can view Audit Logs. This is intentional, since the log itself often contains sensitive information about who changed what.


Filtering and Reviewing Logs

Logs can be filtered by:

Date range

Module (Contacts, Workflows, Calendars, Funnels, Websites, Custom Objects, Conversations, etc.)

User

Request/action type (Create, Update, Delete, Read)

Each entry, when opened, shows:

Action summary

The user who performed the action

Module name

Action type

A description of what changed

The timestamp

The URL/location where it occurred

Practical tip:

When investigating a specific problem ("this workflow stopped working" or "this calendar's hours changed"), filter by module and date range first, narrowing by user only after confirming roughly when the change happened. This is faster than scrolling a mixed, unfiltered feed.

Keyboard navigation: Once inside the detail drawer, arrow keys move between entries without needing to close and reopen each one, useful when reviewing a cluster of related changes in sequence.

Coverage by Area

Audit logging isn't a single unified feed, several areas maintain their own dedicated logs with module-specific filters:

Common Use Cases

"Why did this stop working?"

A workflow, calendar, or funnel that was behaving correctly suddenly isn't. Check the relevant module's log for a recent, unexplained change.

Team accountability

Confirming who made a specific pricing change, deleted a contact, or modified a permission setting.

Client disputes

When a client questions whether something was changed on their account (a deleted conversation, an edited calendar), the log provides a factual, timestamped answer rather than relying on memory.

Compliance documentation

Demonstrating a clear change-history trail for industries where that's a regulatory expectation.

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